Search Results | Showing 141 - 150 of 16719 results for "Client" |
| | | ... partner that aligned with their values and approach. "Peter and Joe have built a great business based on trust, strong client relationships and a genuine commitment to doing what's best for their clients. Their values, approach and focus on client ... |
| | | | Self-managed super funds (SMSFs) scored nearly $14 billion in retirement savings at the expense of industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed ... |
| | | | ... existing investments for longer-term growth. "Advisers shouldn't have to rebuild a client's portfolio just because a client is approaching retirement," Rogan said. Both portfolios are now available on CFS Edge, with a minimum investment of $5000. ... |
| | | | ... recruitment through traditional networks, career progression models that can be difficult to sustain and informal approaches to client allocation and advancement. Women account for only one in four investment professionals, with representation falling ... |
| | | | ... office, using its AI-enabled partners to drive that level of process transformation. "How you use data and how you use client engagement technology to turn up at the right time; I've always thought that to be a key opportunity when it comes to digital ... |
| | | | ... advice that led to financial losses for its clients. In Monte Silva's case, he "had no involvement" in gathering key client information, conducted limited assessments of his clients' circumstances and often saw Statements of Advice (SoAs) only ... |
| | | | ... Sydney will allow us to work even more closely with the MET team in Paris while bringing that expertise closer to our local client base," King said. "As clients look to deploy more capital in Europe, this local capability will strengthen our ability ... |
| | | | Macquarie Asset Management (MAM) has agreed to acquire a majority stake in structural integrity engineering firm SI Solutions from private equity firm MidOcean Partners, alongside co-investors that include UniSuper. The transaction, which is expected ... |
| | | | ... figures. The director of consulting started at Frontier in 2002, climbing the ranks to reach the firm's most senior client consulting position. She has overseen the consultant expand its offering across a variety of client segments, said Frontier ... |
| | | | ... also be focused on making automation tools available to advisers across manual processes and administrative tasks such as client onboarding, document building and management, client servicing, quality control, and workplace efficiency and reliability. ... |
|