Search Results | Showing 1031 - 1040 of 7222 results for "Record" |
| | | ... also worked at BT Investment Management. Commenting on the appointment, Hanson said that de Pourbaix had a proven track record in driving business growth and achieving investment outcomes for clients. "Lukasz has the ideal experience and knowledge to ... |
| | | | In a bid to improve advice practice efficiency, AMP introduced a new Record of Advice (ROA) process to the platform, while also upgrading its MyNorth Lifetime Super Calculator. The new ROA template contains pre-formatted tables and charts detailing ... |
| | | | ... underpin Australian Ethical's long term growth," the business update said. Meanwhile, Australian Ethical announced record FUM of $9.02 billion as of May 31, attributed to the successful Christian Super integration and positive investment returns. ... |
| | | | ... excited to appoint Diya to this important leadership position," Gebauer said. "She's an experienced leader with a track record for making smart connections and a deep understanding of our clients' needs. We look forward to her many contributions as we ... |
| | | | IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ... |
| | | | ... lack of formal qualifications and industry experience, misrepresentations made to potential investors and ASIC, a track record of incomplete and unsuccessful investment offerings, and misuse of Plazrok Investor Trust funds. In January, RES said Fox had ... |
| | | | The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ... |
| | | | ... disclosure statement will be removed, as per Recommendation 8. Statements of Advice (SoAs) will be replaced with an advice record that is more fit-for-purpose, with consultation to determine the final design of the replacement, accepted in principle ... |
| | | | ... speculative as is shown by the likelihood that most if not all of the funds of many of the investors have been lost. Inadequate record keeping and a lack of controls over what was done with the funds are likely to exacerbate the losses and the difficulty ... |
| | | | ... we deliver low-cost, high-quality products, resources, and relationships to meet these needs. Natalie has a proven track record of deepening our understanding of our members and delivering personalised service, while always remembering the history of ... |
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