Search Results | Showing 1461 - 1470 of 10928 results for "Planning" |
| | | ... also take on the role of senior investment manager. Previously, he worked at QBE Insurance as a manager of investment planning and solutions and Credit Suisse as an operations analyst. Finally, Resolution Life has hired Nathan Lau as an investment analyst. ... |
| | | | ... and Dun and Bradstreet. The financial services software provider said the appointment followed a thorough succession planning, candidate search and evaluation process. Its chair Roger Sharp welcomed Price and thanked Walsh for his long and successful ... |
| | | | Insignia Financial has reported a reduction of 82 financial advisers in its network for the June quarter. Since the last quarter, Insignia reported 34 employed and 45 self-employed advisers had left bringing its current total to 1,600. It explained ... |
| | | | Net zero commitments are now the norm for Australian companies with $1.59 trillion or 70% of the ASX200's collective market capitalisation adopting them. Australian Council of Superannuation Investors' Promises, pathways and performance report details ... |
| | | | ... are time poor and want convenient access to high quality advice on insurance, superannuation, investing and retirement planning from someone they trust," he explained. "This acquisition fills a gap in our value proposition, strengthens our existing employee ... |
| | | | The finalists for the 2022 IMAP Managed Account Awards have been named, including across a new category for ESG products. The awards cover Australian equities, Australian equities small cap, international equities and multi-asset products, as well as ... |
| | | | Lonsec is expanding its market reach with the acquisition of specialist MDA provider Implemented Portfolios (IPL). The acquisition will increase the firm's offering of complementary managed account solutions to financial advisers, whether it be separately ... |
| | | | Inalytics has developed a skills-based data model that allows pension funds and other institutional asset owners to effectively and efficiently screen and monitor asset managers. The model, 'DECSIS', analyses the four core investment decisions and processes ... |
| | | | The CFA Institute has released its latest exam results, with a promising pass rate of 38% for its Level 1 exam. Of the more than 19,000 candidates worldwide who sat the exam in May this year, a total of 7315 passed. These results are a slight improvement ... |
| | | | Count Financial has announced Moore Wealth Advisers as the latest firm to join its national advice community. Moore Wealth Advisers is a bespoke wealth advisory that was established in 2018 and previously licensed through RI Advice. Along with changing ... |
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