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| | ... investment platforms. She's also served as managing director and global chief operating officer of client relations and marketing at RREEF (New York), Deutsche Bank's global alternative asset management wing. Marsh McLennan Pacific chief executive David ... |
| | | ... review include that women only comprise 23% of board seats and just 14% of executive committee roles, largely in HR, marketing, public affairs and the like. Of those on boards, 27% were non-executive directors versus 7% executive directors. Some of the ... |
| | | ... local business. Previous roles with the asset manager include head of distribution, chief operating officer, head of marketing UK, product manager, and head of investment operations. He played a lead role in numerous corporate/M&A transactions, including ... |
| | | ... Bank of Queensland sold St Andrew's to Farmcove Investment Holdings for $23 million in 2021. Together with Insurance Marketing Services (IMS), the three companies were fined $13.5 million by Justice Abraham. "High pressure tactics were applied. Sales ... |
| | | ... conduct in question, unfortunately, looks to be more common, he pointed out. Cold calling typically employs a third-party marketing agency to secure leads for superannuation funds, followed up with "highly templated and scoped advice provided very quickly ... |
| | | ... financial interest of members. "ISA's impressive public policy output and advocacy programs combined with the joint marketing campaign make it a unique and highly effective peak body," he said. "I'd like to thank outgoing chair Greg Combet for guiding ... |
| | | ... stop order from ASIC in July 2022 via the RES Investment Fund. The orders related to misleading statements contained in marketing material. Further, according to RES, in August 2022 Fox offered investors in a separate, failed investment, his shares in ... |
| | | ... that companies need to think about how sustainability and financial reporting work together, "how can we ensure that marketing and advertising teams work with the legal and risk teams to ensure cohesion around sustainability-related claims," and "what ... |
| | | ... raises ethical and legal issues related to privacy, fraud, security, and consent. Striking a balance between improving marketing strategies and respecting customer privacy is paramount. Bias, equity and inclusion: Whether AI outputs are found to be bias ... |
| | | Now in its 29th year, Financial Standard's Marketing, Advertising and Sales Excellence (MAX) Awards honoured the most influential professionals in the wealth management industry last night. The MAX Awards hosted about 350 people at the glittering ... |
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