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| | | ... example, adviser qualifications or lack thereof, and experience, could be contained in the Financial Services Guide and marketing materials," Macdonald said. "Consumers are also likely confused about the level of education and training required of advisers. ... |
| | | | ... direction." Meanwhile, Praemium said: "Denis Orrock, chief strategy officer has assumed responsibility for distribution, marketing, customer success, and platform operations," Praemium said. "Denis will play a key role in building solid relationships ... |
| | | | ... statutory product disclosure as well as other information obligations, abide by existing restrictions on unacceptable marketing and meet a range of other minimum standards in relation to their conduct, and in relation to their products. "Our plan will ... |
| | | | ... Financial Group in 2022. His involvement with Synchron stretches back to 2007, when he began consulting on strategy and marketing for the licensee. In a tribute, Synchron founder Don Trapnell said: "With his help, we transformed Synchron into one of ... |
| | | | ... overseeing the customer and operations functions, customer experience and digital delivery, customer-facing support services; marketing and branding, as well as the ASX's project delivery office. Before the ASX, she was chief information officer at QBE ... |
| | | | ... long-term earnings power at attractive valuations, the firm said. Ariel Investments senior vice president institutional marketing head of Asia Pacific and Middle East, North Africa Ian Webber explained the global asset manager is excited to bring the ... |
| | | | ... gave his notice after confirming he was one of the firm's senior leaders looped into emails which highlighted "the marketing approach and financial success of the tax advice." It was agreed by the board that Seymour would be replaced by acting chief ... |
| | | | ... with the Australian board. Seymour confirmed he was one of the senior leaders looped into emails which highlighted "the marketing approach and financial success of the tax advice." Before stepping into the chief executive role in 2020, Seymour headed ... |
| | | | ... can deliver better outcomes for advisers and their clients, including creating cost efficiencies. HUB24 head of group marketing and communications Anne McDonnell said the platform is delighted to be continuing its support of Striver, providing education ... |
| | | | ... week, saying: "Sustainable business strategy has to start in boardrooms and in investment decisions, and not in the marketing department." "The funding will allow ASIC to increase its existing surveillance of suspected greenwashing by listed companies ... |
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