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| | To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ... |
| | | ... Wealth management firms such as Ord Minnett have a dedicated unit servicing this client base. KPMG Asia Pacific immigration leader Mark Wright told Financial Standard that the visa technically has not been cancelled. "It's still actively available ... |
| | | The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ... |
| | | First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ... |
| | | ... expense, as well as the investment of time, to prove they have no material climate risk," CA ANZ reporting and assurance leader Amir Ghandar said. "What's the point of subjecting Group 3 firms to such costs when the government has already indicated it ... |
| | | South Australia leads in economic performance across all Australian states and territories, according to the CommSec State of the States quarterly report. CommSec said South Australia was "the most consistent performer," securing the top spot in half ... |
| | | T. Rowe Price, the global asset manager with over US$1.3 trillion in assets under management, has appointed a regional operating chief who will relocate to Sydney from the London office. Financial services and operations professional Tim Chamberlain ... |
| | | The overall sentiment of global corporate real estate leaders has improved to its highest level since Q2 2022, according to a survey by Knight Frank. The real estate group asked the leaders to rate several sentiments around growth, portfolio, and workplace. ... |
| | | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | ... professionally and personally over his career in financial services for the last 30 years you will no doubt agree he was a leader in his field, intelligent, a thought leader and just a great person," Rowley said on LinkedIn. "The industry has lost a ... |
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