Search Results | Showing 131 - 140 of 1650 results for "Young" |
| | | JPMorgan has shuttered the financial planning fintech it acquired in 2021 and is suing its founder, claiming most of its users were fake accounts created to inflate the business' value. In September 2021, JPMorgan Chase acquired Frank, a platform that ... |
| | | | ... New York. At the Global Committee of the Defined Contribution Institutional Investment Association (DCIIA) forum, Ernst & Young global pension and retirement leader Josef Pilger said the US system's greatest advantage is its large scale. "It [the ... |
| | | | ... ASX requiring it to produce a special report regarding the ongoing operation of CHESS, which will be audited by Ernst & Young. This is the first time ASIC has used its delegated power under the Corporations Act 2001 against an operator of a licensed ... |
| | | | Growth in fund complexity and managing assets in-house has triggered intensive efforts by pension funds to beef up their operational and support functions. JANA principal consultant and head of operational consulting, Jo Leaper, says there is a growing ... |
| | | | Ross Youngman will retire next year, with the equities manager naming his replacement. Youngman will step down in the third quarter of 2023 after six years in the role and eight years at the firm. "It has been very satisfying to work closely with our ... |
| | | | ... net assets in its social investment partners who are focused on promoting wellbeing and preventing mental ill-health in young Australians. "Australians have been incredibly good to me, supporting me when I was setting up Holowesko Partners," Holowesko ... |
| | | | ... with a shorter time horizon or could not invest in long-term real assets," he continues. "If we have set a strategy for a young demographic and strong cash flow, then the only time we should materially change that strategy is if our demographics or cash ... |
| | | | According to social researcher Michael McQueen, the trends that will be game changers, not just for financial planners but for the world at large, is the acceleration of artificial intelligence, the reworking of work, and the post-millennial era. "In ... |
| | | | ... out of reach now for many Australians," she commented. Abood presented data that relayed the current cost of advice from young professionals to retirees collected from 549 advisory firms. "We found, not surprisingly, that not only are the cost very high ... |
| | | | Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ... |
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