Search Results | Showing 121 - 130 of 4944 results for %22wealth management%22 |
| | | ... robo-advice industry flounders, Wealthfront has hit a record high of more than US$50 billion ($77bn) in assets under management, catering to 700,000 investors. The US robo-adviser boasted that as it continues to diversify offerings, its EBITDA margins ... |
| | | | ... diligence, integration, and management of interests in financial services distribution businesses, in this case, wealth management services." Earlier in the week, COG scrapped its bid for Diverger, citing concerns that shareholders may not support its ... |
| | | | ... head Damien Hatfield said that this fund fills the void of allocation to alternative assets which make up to 15% of the wealth manager's asset allocation with little bona fide hedge fund product choice. The unit trust is available to wholesale clients ... |
| | | | HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ... |
| | | | ... inorganic global expansion ramps up, creating similar needs. "In APAC it's similar because there's a lot of sovereign wealth and pension funds that need to do the same thing - to bring their data together across their ecosystem of providers," Helyar ... |
| | | | ... a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. ... |
| | | | 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 ... |
| | | | ... investors coming into alternatives. It was hard to identify strategies. The size of the investments that retail investors or wealth investors are making is sometimes below minimums, so you couldn't get access to the product," he said. "Historically ... |
| | | | Wealth managers are increasingly demanding better ways to access and utilise data from their custodians and expect advances in artificial intelligence (AI) to make this possible, according to BNP Paribas. "They want to know what we know and what we ... |
| | | | ... long history of sharing roles, dating back to 2016 when they were joint general manager of strategic projects, wealth management for two years at Commonwealth Bank. From there they were chief executive and managing director of Generation Life for two ... |
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