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| | | JANA Investment Advisers has appointed a head of investments, investment trusts, and a head of diversified portfolios, investment trusts. Claire Simpson will take on the role of head of investments, investment trusts and David Schnell is now head of ... |
| | | | ... largest life insurer in New Zealand, with about 165 employees and a network of more than 180,000 customers and financial advisers. The sale includes an upfront payment of NZ$250 million at completion, with the balance plus interest due 18 months later. ... |
| | | | ... enabled us to consolidate the investor experience to a single platform which will enhance the service experience for our advisers and clients," she said. Last month, SS&C scored regulatory approval to expand to the Middle East, opening a new office in ... |
| | | | A former Consultum Financial Advisers-licensed advice practice based in South Australia has joined the Count network. Murray Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned ... |
| | | | ... said. Predominantly an adviser-driven platform, he adds that it's crucial that the advantages for members extend to advisers, offering an interface with straight-through processing and the ability to run customised reports. He said these features ... |
| | | | ... capability to deliver strong retirement outcomes for corporate super clients, their employees and associated licensees and advisers." Raynes spent 16 years with the US banking giant, with his time evenly split between looking after J.P. Morgan's ... |
| | | | ... limited to four areas: credit intermediaries, such as mortgage brokers, credit providers, such as lenders, financial advisers, and general securities dealers, or stock exchange organisations. The maximum compensation amount is $150,000. One major criticism ... |
| | | | Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex ... |
| | | | ... decide how they disclose the information that is otherwise required to be in an FSG to their clients. Under the new law, advisers can either continue to give their clients an FSG or instead make the information publicly available on their website. The ... |
| | | | ... millionaires were growing at 3.6% per year, while female millionaires were growing at a rate of 5.7% per year. "They want expert advisers who understood their individual needs, including their professional demands, life stage and family obligations ... |
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