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News by this author
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Industry fund Vision Super is breaking new ground by moving to employ an environmental activist to help shape investment decisions....
Lombard Risk has announced an Australia and New Zealand expansion on the back of new Australian Prudential Regulation Authority reporting requirements....
Euroz Securities chief executive, Robert Black has been elevated to the firm’s parent company, Euroz Limited, board....
MLC’s recently-launched Wholesale Index Plus product has been granted a “highly recommended” rating by Lonsec....
Which are the Australian equity income funds putting the most money in clients’ pockets?...
RARE Infrastructure has appointed Jenny Pang as regional manager for NSW, ACT and South Australia....
Robeco has been awarded a mandate from Russell Investments for its ESG-integrated strategy....
Equity Trustees has recruited NAB’s Jodi Kennedy as its new general manager, charitable trusts and philanthropy....
Equity Trustees has become the ‘operator’ of Sydney-based fintech start-up, uXchange, which is part of WealthO2's suite of adviser tech solutions....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...