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| | | ... will respectively focus on institutional and private wealth clients. James Damicoucas joined as director of institutional sales this month. Based in Melbourne, Damicoucas was most recently a senior consultant at Frontier Advisors and spent more than ... |
| | | | Loftus Peak will list the Loftus Peak Global Disruption Hedged Active ETF on Monday. The ETF is a currency hedged version of its existing Loftus Peak Global Disruption Active ETF, which returned 27.56% net of fees in the year to July end. It will be ... |
| | | | ... Capital for an undisclosed figure, having first joined forces five years earlier to invest in its development, operations, sales and marketing. Intelliflo provides financial planning, client onboarding, CRM, compliance workflows, and reporting solutions. ... |
| | | | ... problem but it's not the only one. It's one of a package that needs to be introduced to protect people from inappropriate sales practices," O'Halloran said. "We have the same protections already in our financial products, and it's an easy loophole to ... |
| | | | ... we prioritise our resources. " Just last month we issued an urgent warning to people to be on red-alert for high-pressure sales tactics, click bait advertising and promises of unrealistic returns, which encourage people to switch superannuation into ... |
| | | | ASIC is warning life insurers to do better when it comes to their direct sales practices that have placed doubt on their compliance obligations and put consumer outcomes at risk. While some life insurance firms have improved since ASIC's 2018 review ... |
| | | | ... strong financial performance, achieving key strategic milestones, and positioning the business for growth into FY26. "Our sales pipeline has materially exceeded expectations at the time of acquisition, supported by surging demand in AI, hyperscale cloud ... |
| | | | AMP continues to expand its North platform business with the appointment of a top sales manager. Amanda Trenfield joins North as senior manager, asset consultant partnerships. Trenfield boasts over 20 years of experience in launching and supporting ... |
| | | | ... solutions. Since July 2019, Nexon has grown from 150 employees to over 600 and registered more than five-fold growth in sales revenue, EQT said. The company is also serving more than 1000 mid-market and enterprise customers in Australia. EQT Private ... |
| | | | ... Diego-headquartered fund manager flagged it was taking on the region, having appointed Diya Lowe as its APAC director of sales to support its private bank and high-net-worth clients. Oliver Murray, the chief executive of Brandes, said the launch of this ... |
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