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Expand your cultural literacy through research to gain the trust of clients from diverse backgrounds, advisers have been told.Expand your cultural literacy through resear...
INDUSTRY NEWS
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....
INDUSTRY NEWS
With less than a week left until the Women in Finance Summit 2023, the inaugural event has sold out....
INDUSTRY NEWS
First Sentier Investors has appointed a new chief operating officer, who departs from Perpetual as the investment manager appoints a replacement....
INDUSTRY NEWS
Global funds network Calastone has appointed a new head of Australia and New Zealand as Teresa Walker departs the firm. ...
INDUSTRY NEWS
As women assume leadership roles, it is essential for them to scale their impact by mobilising team members to create value for their organisation, according to an REA ex...
INDUSTRY NEWS
Gai McGrath, chair of BT Funds Management, has been appointed non-executive director at Insignia Financial and is expected to commence in the first quarter of 2024....
INDUSTRY NEWS
A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...
INDUSTRY NEWS
Russell Investments has welcomed a new managing director for Australia and New Zealand and a head of APAC as Jodie Hampshire steps down after 17 years at the asset manage...
INDUSTRY NEWS
The robo-adviser and fund manager has unveiled two new portfolios in response to client feedback and growing concerns around inflation. ...
INDUSTRY NEWS
The firm’s new platform has initially launched to assist self-directed retail investors and the firm has told Money Management of its ambition to add adviser-specific fea...
INDUSTRY NEWS
A women’s advocate and mentor has outlined the tools female finance entrepreneurs require to thrive as leaders....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...