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| | | ... leadership across HLB Mann Judd's independent member firms, supporting the association's focus on technical capability, client service and sustainable growth." The HLB Mann Judd network now comprises nine independent member firms located in major cities ... |
| | | | ... Bravura's regional business, bringing together its capabilities and leadership teams to drive collaboration, deepen client relationships, and support growth across the region, Bravura said. Kennedy joined the company as head of Sonata Alta - Bravura's ... |
| | | | ... help them approach those decisions with greater confidence and support advisers in delivering advice that reflects each client's circumstances," Power said. Retirement Income Optimiser forms part of CFS's broader retirement strategy, following the introduction ... |
| | | | ... investments David Scammell said. "Merchant's ecosystem gives Ironbark access to deeper expertise that will broaden its client offering. Soul Patts remains a committed, long-term partner as Ironbark enters its next stage of growth." Financial Standard ... |
| | | | ... month. Before that, Crampton led the managed accounts and distribution divisions at Milliman Australia and distribution and client services at Atrium Investment Management. He was also the head of sales at Morningstar between 2011 and 2016. He began ... |
| | | | ... they need to achieve their goals and grow." The new chief growth officer will be responsible for building and maintaining client and stakeholder relationships, responding to client needs and strengthening VBP's position as an outsourcing partner to the ... |
| | | | A former employee of the Victorian boutique advice business has been arrested and charged for allegedly trading client's shares without consent that generated close to $500,000 for himself. Emre Tahsin Basar of Victoria, a former employee of BW Equities ... |
| | | | ... superannuation arrangements so both their wealth and insurance needs can be managed through North, supporting a more integrated client experience." Bringing choice and flexibility This year, North launched North Protect, a new group insurance offering ... |
| | | | ... 14% of respondents considering an allocation, down from18% last year. Meanwhile, 35% said they had no plans to allocate client funds private market assets, up from 22% in 2025. Liquidity constraints were the leading concern cited by 39% of respondents ... |
| | | | Retirement has emerged as a central concern for investors globally, but a lack of confidence and financial literacy is keeping many savers on the sidelines, according to Amundi's latest global investor study. The third edition of Amundi's Decoding ... |
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