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Showing 1361 - 1370 of 18808 results for "services"

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... synergies between Mutual Trust and CMS Private Advisory. "This merger will complement and strengthen the scale and breadth of services CMS and Mutual Trust can deliver in Adelaide and Sydney, with the key objective of helping families uncover what matters ...

FCA changes bonds, derivatives transparency rules

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... affect investment firms dealing in bonds and derivatives, as well as UK branches of overseas firms undertaking investment services and activities. One of the changes will simplify the post-trade transparency regime and make it timelier based on fewer ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... Likos - who has over 20 years of experience in financial markets - joins from BondAdviser, an employee-owned financial services provider focused on the debt capital markets. The newly minted investment chief worked as a portfolio manager with the asset ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... of 38%, up from 23% year on year. Most advice firms (82%) currently use cloud-hosted online file storage and sharing services in their operations. While take up was stable year in year, it has been on a steady upward trend from 74% since 2020.

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... professionals and students from India in their transition to Australia through networking opportunities with financial services firms, planning practices, and superannuation trustees. Moreover, it will open the door for Indian professionals to attain ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... and implemented a $ 14 billion insurance fund from scratch. Earlier, he served as director of treasury and investment services at the University of New South Wales, where he managed UNSW's endowments. "We are thrilled to have Michael join us. His ...

Australian Retirement Trust works to resolve ongoing outages

JAMIE WILLIAMSON  |  MONDAY, 4 NOV 2024
... 30 and we communicated directly with impacted members." "We're working to resolve any intermittent disruptions to services and processing following the outage and will continue to provide updates to members and stakeholders." In a separate statement ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Ragkousis Sherlock Wealth owner and head of advice Andrew Sherlock Prosperity Wealth Advisers director and head of financial services Hamish Landreth Saltwater Financial Group director and senior financial adviser Sophie McClelland DP Wealth Advisory ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
... this pivotal role." "Andrew will lead the design and implementation of initiatives that deliver competitive products and services to our customers." Howard has over 25 years of experience across superannuation, advice, life insurance and asset management. ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... writing. In 2020, Evans Dixon changed its name to E&P Financial at the fallout of the Dixon Advisory & Superannuation Services (DASS) saga. At the EGM, shareholders also approved the buy-back of up to 48,076,923 shares with 76.6% voting in favour. The ...