Search Results | Showing 211 - 220 of 16719 results for "Client" |
| | | ... more closely with Munro's partnership model," Calvert said. Munro said it would add resources to the combined Australian client service and distribution functions to provide greater support to intermediary partners and investors. There will be no changes ... |
| | | | ... said the group delivered an "exceptional" performance for the year. "In an environment of increasing complexity, evolving client expectations and growing demand for advice, our focus remains on addressing these challenges through solutions that improve ... |
| | | | J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Private Markets Fund (JPMF) in Australia, in a bid to bring its institutional-grade private equity strategy to private wealth clients. JPMF is a diversified, multi-manager private equity ... |
| | | | ... about securing finance - it's increasingly one part of a broader financial picture," Shahien said. "We believe the best client outcomes come when mortgage brokers and financial advisers work more closely together, and that's exactly what Viridian ... |
| | | | ... to invest directly using their super money, without requiring a platform, expanding the product to broader adviser and client market. Unlike platform-based implementation, clients can rollover their super directly into AGILE Super+, providing advisers ... |
| | | | ... provided by them. "We are going to try to change that dynamic," he said. "In the institutional world it is usually the client that pays the consultant to do the research, and we're trying to empower financial advisers to conduct due diligence by ... |
| | | | ... tactical improvements coming that advisers will notice, particularly around the look and feel and the modernisation of the client portal. We're also making technical improvements to workflows and bringing AI into those processes to drive productivity ... |
| | | | L1 Group has reported an underlying profit of $189 million for the financial year 2026, up 97% from the previous year. Funds Under Management (FUM) jumped 17% to $19.1 billion as of June 30. The board declared a final dividend of two cents per share ... |
| | | | ... During the year, the group funded $1.2 million to assist several franchisees in acquisition, while $3.4 million worth of client books were also added. Net inflows of $264 million were received on the Fiducian platform during the year from Fiducian Financial ... |
| | | | ... solutions." Briefcase's proprietary technology allows portfolios to be constructed and managed at the individual security and client level, enabling advisers to tailor portfolios around each client's tax position, preferences and constraints ... |
|