Search Results | Showing 1951 - 1960 of 10118 results for "Financial services" |
| | | ... its investments team. David Duncan has joined the industry fund in the role, having previously been director, financial services consulting at PwC. He brings about 15 years' experience in financial services. He's also spent five years at Macquarie as ... |
| | | | ... increase in-person client meetings. The survey, conducted by US fintech Broadridge Financial Solutions and the Financial Services Institute, reveals that 51% of advisers still conduct formal client meetings either via phone or video conferencing. Should ... |
| | | | ... Roebuck will be based in Brisbane and report to national head of sales, John Nicoll. Roebuck has 15 years' financial services experience and was most recently a business development manager for AMP/North, where he was responsible for designing and implementing ... |
| | | | Fiducian Financial Services (Fiducian) has today finalised the acquisition of People's Choice Credit Union's financial planning business (PCCU). Fiducian was selected by PCCU as the successful bidder in November to acquire PCCU's financial planning ... |
| | | | ... co-managing director, Americas. He was most recently at abrdn and brings more than 20 years' experience in financial services to the role. He will be based in Pennsylvania and reports directly to executive director and head of institutional and international ... |
| | | | ... Super NSW and has held senior positions at Mercer and Towers Perrin. He has also served on the board of the Financial Services Council (FSC) and been an executive committee member and pension committee chair of the Hong Kong Investment Funds Association ... |
| | | | ... protection of certain investors, a parliamentary inquiry heard. In discussing the Standing Committee on Economics Financial Services Compensation Scheme of Last Resort Levy Bill 2021 last week, SMSF Association deputy chief executive Peter Burgess pointed ... |
| | | | ... at the sort of scale contemplated," Baker said. "This conclusion has been obvious to many in Australia's financial services industry for some years: the past problem has been a lack of sufficiently sophisticated digital advice solutions for institutions ... |
| | | | ... specific degrees. As a recommendation, advisers can satisfy the qualifications by completing courses in finance, financial services, investments, stockbroking, wealth management, business law and so forth. "This is a break from the previous approach ... |
| | | | ... now also offer investment and insurance solutions. While the Fin365 solution has traditionally been used by financial services firms, it can equally be applied to deliver simple, scaled advice, the company said. "Consumers who engage directly with the ... |
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