Search Results | Showing 211 - 220 of 798 results for "Covering" |
| | | ... practice manager and financial adviser at Directions Wealth Management. McCallum spent over 12 years at IOOF in roles covering product development, operational management, project management, and account management. "We're delighted to have Joe and Trev ... |
| | | | ... channels, like client portals and online self-service tools," the report said. Advice firms used 14 applications on average, covering client engagement, financial advice and the workflow and processes. However, advisers are not spending more on technology. ... |
| | | | ... products are also escaping any real scrutiny when it comes to the regulator's heatmaps, with APRA's first heatmap covering the choice sector only looking at 127 products and 788 investment products. This, despite there being an estimated 40,000 ... |
| | | | ... attendees since launching last year. North's virtual educationHUB has held seven education series and over 70 webinars covering more than 25 topics. The topics cover professional and personal development, including practice management, personal wellbeing ... |
| | | | ... around Hoxton Square in London. Hoxton Campus, in the east end of London's Tech City, comprises of four office buildings covering 5200 square metres of lettable office space. "Despite the challenging environment faced over the last 12 months, we expect ... |
| | | | ... working with institutional investors, consultants, and advisors. O'Connor was most recently in a similar role at QIC covering alternative asset offerings, prior to which he was head of sales, Asia Pacific at Eze Software, which is now part of SS&C. O'Connor ... |
| | | | ... won in relation to diversity. Meanwhile, the toolkit is a supporting document to assist in implementing the charter, covering topics such as manager selection, monitoring and collaboration. |
| | | | ... Prior to that, he worked for major institutions like IOOF, ANZ and Commonwealth Bank and BT, serving in senior roles covering practice management. Gapps' hire follows another senior appointment in June whereby Jaime Johns was promoted to Madison's general ... |
| | | | ... Danielle Press said the reforms strengthen and consolidate the three existing hawking prohibitions into a single prohibition covering all financial products. "The reforms take a technology neutral approach, meaning the ban applies to all forms of real-time ... |
| | | | ... portfolio manager at UBS Global Asset Management and worked for four years as an investment analyst at Colonial First State covering the small-caps market, large-cap telcos, utilities, infrastructure and property trusts. Pengana chief executive Russel ... |
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