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Insignia Financial Ltd., one of Australia"s largest wealth and pension funds with A$319 billion in assets, is focusing on affluent baby boomers and Gen Xers for its revival plan. The firm aims to enhance its financial advice services targeting high net worth individuals with savings between A$1 million and A$5 million, following recent outflows from its core businesses.
Scott Hartley
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wealth fund targets affluent boomers and gen x for financial advice
04:12 19.11.2024
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