Search Results | Showing 161 - 170 of 13300 results for "adviser" |
| | | ... lead the firm's distribution function, working closely with existing and prospective clients to drive growth across adviser, private wealth, and institutional channels, Ten Cap said. Cheika brings nearly 15 years of experience across the financial ... |
| | | | ... head of platforms investment product development. Prior to BT, he spent four years at Mason Stevens, including as head of adviser services. At JANA, he will lead the wealth business strategy, strengthening advice, investment, operational and implementation ... |
| | | | ... involving financial advice, advisers tend to perceive AI as inferior to themselves and perceive clients who consult an AI adviser as "less competent". Research author associate professor Gerri Spassova said learning a client has sought AI advice decreases ... |
| | | | Vision Super is shutting its $24.5 million Diversified Bonds investment option due to low member demand. As at December 2025, the option represented less than 0.08% of total funds under management, Vision Super said, adding the trustee regularly reviews ... |
| | | | A recent review has outlined the need for a proper distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential aged care accommodations. The Independent ... |
| | | | ... focus on growing their client portfolios rather than navigating institutional constraints." The group plans to grow its adviser count to 50 over the next three years, saying the aim is to give advisers the autonomy they value, while clients benefit from ... |
| | | | ... of key accounts. Coulter will focus on platform and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime income solutions. He previously worked in senior ... |
| | | | ... company Lazard announced last week it entered into an agreement to acquire Campbell Lutyens, a global private markets adviser focused on fund placement, secondary advisory, and general partner capital advisory services. Lazard plans to combine its existing ... |
| | | | Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ... |
| | | | The insurers were recognised for excellence in adviser service and product innovation. At an event in Sydney last night, NEOS took home the 2026 Life Insurance Award for Excellence in Adviser Service, presented by Financial Standard. NEOS was selected ... |
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