Search Results | Showing 91 - 100 of 4438 results for "Practice" |
| | | The Securities and Exchange Commission (SEC) has charged Kraken Crypto Exchange for operating its trading platform as an unregistered securities exchange, broker, dealer, and clearing agency. According to the SEC, Kraken has made hundreds of millions ... |
| | | | ... FAAA said. Williams also features in the 2023 FS Power50. Meantime, Boutique Advisers took home the FAAA Professional Practice of the Year Award, impressing the judges with its bespoke approach to each client. Further, the advice practice was commended ... |
| | | | ... stated that the groups' share policies, processes, and technologies which are implemented at both the licensee and practice levels. "As such a relatively seamless transition is anticipated from completion ensuring minimal disruption for M3 advisers ... |
| | | | MA Financial's lending business, MA Money, has completed its inaugural residential mortgage-backed securities (RMBS) issuance, amounting to $500 million. The transaction was initially launched at $400 million but was later increased due to high demand ... |
| | | | Colonial First State (CFS) rolled out a major enhancement to FirstChoice, reducing set-up time for new and existing accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing ... |
| | | | ... experience included being head of employee superannuation at CBA, director of actuarial at Russell Investments and retirement practice actuarial consultant at Willis Towers Watson in the UK. Earlier in his career, he worked in traditional actuarial consulting ... |
| | | | E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ... |
| | | | A new strategic partnership between Praemium and researcher CoreData aims to deliver research-driven product enhancements, client education initiatives, and thought leadership from the industry. Firstly, in using CoreData's research capabilities ... |
| | | | An alarming number of small and large wealth managers are underprepared for cybersecurity breaches particularly when it comes to managing third-party providers, a new report from ASIC finds. Wealth managers across the spectrum have a long way to go ... |
| | | | Vital Business Partners (VBP) has established new positions within its leadership team following its acquisition of Elixir Consulting. On Wednesday, VBP revealed it would buy a 100% stake in Elixir Consulting, purchasing the company from founder and ... |
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