Search Results | Showing 281 - 290 of 13206 results for "Adviser" |
| | | ... investment processes," Satur said. "As demand for investment consulting services continues to grow, his understanding of adviser needs, platform integration and governance will be invaluable as we help clients build robust, future-proof investment frameworks." ... |
| | | | ... compared to last year. Notably, Goldman Sachs advised on US$26.2 billion ($38.9bn) in deals, and was named the top financial adviser, capturing 25.86% market share. |
| | | | Temasek has joined a private equity consortium that will acquire Clearwater Analytics for US$8.4 billion ($12.5bn). The consortium led by private equity firms Permira and Warburg Pincus is offering US$24.55 per share for the NYSE-listed software company ... |
| | | | Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ... |
| | | | Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ... |
| | | | ... portfolio, AZ NGA initially gained a minority interest in Edge Advisory Partners, led by managing director and financial adviser Shaun McWilliam. This month, it increased its stake in Edge Advisory Partners and partnered with Coastline Advice, led by ... |
| | | | ... can collectively charge for. However, despite the wait, some elements of the expected reforms were missing. 5. ASIC bans adviser fraudster found with child abuse material A Brisbane-based financial adviser was banned after being found guilty of stealing ... |
| | | | ... deliver greater efficiency when engaging with clients. AMP group executive and platforms director Edwina Maloney and head of adviser experience and digital Peter Batsakis said the new kind technology functions to address an industry need to support advisers ... |
| | | | The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ... |
| | | | Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ... |
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