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Staff Writer
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News by this author
MLC Life Insurance has today announced a new leadership team for its bancassurance, digital and direct division, following the recent partnership announcement between NAB...
Savills Investment Management has appointed experienced Lee Tredwell as head of investment in Australia....
Former ClearView Wealth chairman, Ray Kellerman has become a non-exeuctive director of Countplus....
MyState Limited has filled the newly-created position of general manager, retail banking sales and services....
Wealth management systems firm, Touchstone has expanded its APAC team as part of its growth plan....
KPMG has added to its Greater Western Sydney Enterprise Advisory team with Gordon Irons joining as a partner....
Perpetual Investments has recruited former BT staffer, Ron Mehmet as an investment specialist....
Legg Mason has expanded its Australian footprint with the opening of a second Sydney office....
Bendigo and Adelaide Bank has sold its Estates business to Equity Trustees citing scale issues....
Aon Hewitt has promoted Jennifer Dean to head up its Aon Master Trust, succeeding Janice Sengupta....
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...