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|... Their relationships with advisers are more likely to be short term and transactional. CoreData managing director Jason Andriessen said the research identified GPS navigators as the most common personality type. The Value of Advice report included insights ...|
|... and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of public sector employees aged over 40 manage their lives online, with 98% ...|
The $80 billion fund manager has hired BMO Global Asset Management's Asia Pacific managing director as an executive director as the incumbent retires.
Wilson Asset Management has responded to allegations by Keybridge Capital, noting the investment manager has already failed twice in previous attempts to obtain orders of this kind.
The former head of ESG investment research at AMP Capital has taken up a new role.
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal.
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