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Meeting goals outranks investment performance for advised clients

Australian investors are more likely to want advisers to help them meet their goals rather than chase investment performance, according to research by Milford.

Equity Trustees records solid 1H23 result

Equity Trustees investors will receive an interim dividend of 49c a share after it reported a 12% increase in revenues for the first half, helped along by the acquisition of Australian Executor Trustees.

Milford chair to retire

Milford Asset Management board chair Mark Cross will retire from the board at the end of June, with a new chair appointed.

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