Search Results | Showing 1 - 10 of 49 results for %22Encompass Wealth%22 |
| | Wealth management software business GBST has collaborated with Luna Partners to create a technology platform that connects investors and managers to the wholesale private equity market. The cloud-based SaaS platform will open investment opportunities ... |
| | | ... burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ... |
| | | ... management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass leadership of sales, product development, account management, and client delivery teams, with a primary focus on strategic ... |
| | | 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 ... |
| | | ... North platform will have access to this offering." Meanwhile, AMP group executive, platforms Edwina Maloney emphasised the wealth company's commitment to strengthening its managed account functionality and multi-asset capability. "The addition of ESG ... |
| | | ... Mercer has outlined its ambition to accelerate growth in the APAC region, appointing Cathy Hales as its chief executive of Wealth Pacific. Hales has oversight of Mercer's wealth portfolio across Australia and New Zealand, comprising the Mercer Super ... |
| | | ... second, third and even fourth generations, third party providers need to "adapt their modes of working with clients to encompass a great demographic range than ever before." |
| | | ... services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth sold its managed investment business to Human Financial for a 40% stake in the company. She's also served as chief operating ... |
| | | ... associate partners that Findex added in both metro and regional Australia and New Zealand to its ranks, spanning across wealth management, business advisory, tax advisory, risk insurance, audit and consulting sectors. https://www.financialstandard.com.au/news/findex-promotes-new-regional-partners-179795810?q=findex ... |
| | | ... play an increasingly important role in managing investments. "For example, Autoinvest will continue its expansion to encompass areas such as bank transactions, superannuation top-ups and philanthropy," he added. "We started with shares and ETFs because ... |
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