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|... beyond their means or they simply don't want to engage an adviser," Varlamos said. Clime recently appointed Adam Youkhana as general manager of private wealth and distribution. He was most recently the general manager of wealth at ASX-listed Yellow ...|
|Clime Investment Management appointed Adam Youkhana as general manager of private wealth and distribution, a newly created role to lead the client-facing functions of the group. Youkhana was most recently the general manager of wealth at ASX-listed ...|
|... differently in an effort to boost margins, broaden services and improve efficiency. YBR wealth division general manager Adam Youkhana has introduced a new customer relationship management system, Provisio, that enables 80% of advice recommendations to ...|
|... statement of advice (SoA) capability for enhanced strategies in superannuation, investments and insurance. According to Adam Youkhana, general manager of YBR's wealth division, introducing Provisio is intended to help boost branch margins and increase ...|
|Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...|
The earlier than expected easing of restrictions in Australia that defrosted social and commercial activity has had its desired effect - rebounding business conditions and confidence, and the feared one - a second wave.
Around 300,000 Australians lodged their second application to access their super early at the start of the new financial year.
Spaceship chief executive Andrew Moore says its managed investments business has been the "single, strongest" source of growth for its $300 million superannuation fund.
Nine industry funds are working with Frontier Advisors to probe new longevity risk products for retiree members, which could include tweaking account-based pensions.
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