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| | ... refines this into a file note. Guideway executive manager for compliance, risk and technology Chris Garlick told Financial Standard that FinTalk goes beyond producing a transcription and converts the recording into a compliant file note that reads as ... |
| | | ... Group. It will be led by a chief client officer, a newly created role that is yet to be filled. Speaking to Financial Standard, Insignia chief executive Renato Mota said it comes as broader society recognises the need to do more to help people moving ... |
| | | ... Altinger, who spearheaded J O Hambro, is departing following the acquisition of Pendal. As previously reported by Financial Standard, David Lane, the chief of Perpetual's US asset management division, will step down at the end of the month, citing personal ... |
| | | ... there is a "fundamental market need" for more build-to-rent (BTR) developments in Australia. Speaking with Financial Standard, Mowat said there's no question Australia needs more BTR projects. "The capital is also behind this opportunity, with all the ... |
| | | ... The Lottery Corporation this year transferring another 2500 new members," he said. In March, ART confirmed to Financial Standard that it was in the final stages of executing an SFT with Oracle Superannuation Plan, the corporate scheme of Oracle Corporation's ... |
| | | ... 66.3% to $67.4 billion, down from the $200 billion it reported at December end. A spokesperson for HSBC told Financial Standard that Australia remains an important market to its custody franchise, saying "it is not unusual to see rankings shift in a ... |
| | | ... AIST are currently working to establish this unified entity. ISA chief executive Bernie Dean previously told Financial Standard about funds exploring merger opportunities, driven by seeking the best outcomes for members. Similarly, ISA is no exception ... |
| | | ... to other aspects that might be more important for advisers to consider when recommending products, he told Financial Standard. "Large licensees typically have the time, money, and resources to run deep due diligence into financial products. SuitabilityHub ... |
| | | ... open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power 50 is about uncovering ... |
| | | ... executives and by virtue of our corporate relationship," Carver said last month. As previously reported by Financial Standard, Regal Partners, in partnership with River Capital, has also expressed interest in acquiring PAC with a proposed buyout offer ... |
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