Perpetual Wealth Management recruits five new senior financial advisers

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Perpetual Wealth Management, one of Australia’s most established wealth managers, has announced the recruitment of five new senior financial advisers to the business. Michael Innes and Antony Pupovac will join

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Perpetual Private announces new Lead Partners; creates new national role for Trustee Services

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Perpetual Private has announced the appointment of two new Lead Partners, with Chemere Brown joining as Lead Partner, Victoria, for the group’s Private Client business, and Matthew Le Belenger joining

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Ignition appoints Andrew Baker as senior adviser

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Digital advice provider Ignition has appointed Andrew Baker as senior adviser, effective from October 2021. In the newly created role, Mr Baker will provide assistance and guidance to Ignition’s senior

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Australians not yet prepared for largest intergenerational wealth transfer in history

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New research from Perpetual reveals over half of Australians (56%) do not currently have a will in place and more than half of parents (53%) have not discussed their will and

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Tria founder Andrew Baker to step down in generational change; Oliver Hesketh to lead the business

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After eleven years at the helm of Tria Investment Partners, which became part of NMG Consulting two years ago, Andrew Baker is passing executive responsibility for the business to Oliver

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NMG Consulting joins forces with Tria Investment Partners

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Specialist financial services consultancies NMG Consulting and Tria Investment Partners have joined forces to create Australia’s premier insurance and wealth management consulting firm. NMG’s acquisition of Tria Investment Partners and

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New Tria super fund report highlights industry M&A impact

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An in-depth analysis of Australia’s $1.4 trillion superannuation funds industry has identified the relative success and key growth metrics of Australia’s large funds, allowing an assessment of who is really

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Wealth sector must spring into new strategic season

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Australia’s $1.5 trillion wealth management sector must recalibrate its thinking in order to meet unprecedented market volatility and challenges and loss of investor confidence in the wealth management industry.  Tria

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