Search Results | Showing 301 - 310 of 16365 results for "Client" |
| | | ... completed Will and digital asset inventory into holistic advice, align superannuation death benefit nominations with the client's broader wishes, and document preferences that support intergenerational wealth transfer, CFS said. The secure digital vault ... |
| | | | TIAA's Nuveen will acquire UK fund manager Schroders for $20 billion (£9.9bn) to create a $3.5 trillion (US$2.5tn) powerhouse. Nuveen has nearly $2 trillion (US$1.4tn) in assets under management, while Schroders has $1.6 trillion (US$1.1tn). Schroders ... |
| | | | JBWere has lost a high-profile leader from its executive team, with Andrew Bird resigning after almost a decade with the firm. Over the past ten years, he led JBWere, National Australia Bank's wealth management arm, overseeing teams serving high-net-worth ... |
| | | | ... consultant from a rival asset consulting firm. Martin Langham joins Frontier from JANA Investment Advisors, where he managed client relationships in Australia and New Zealand and led research on equities and alternative assets. Before his five years ... |
| | | | Real estate debt investment firm Madigan Capital has commenced a leadership succession strategy, coinciding with the transfer of shares to joint owner CC Real. Almost a year since he stepped down as chief executive, the current chair and founder Michael ... |
| | | | ASIC has imposed additional conditions on the Australian financial services licence (AFSL) of Cambridge Mercantile's local branch, following ongoing compliance failures in its foreign exchange derivatives business. The Corpay subsidiary misclassified ... |
| | | | Effective February 5, ASIC banned former MWL Financial Services (MWL) adviser Neil McPherson for giving advice to certain clients that was not in their best interests. An investigation found that during his tenure with MWL, McPherson recommended some ... |
| | | | Boutique fixed income manager Alexander Funds is searching for a new chief executive as the incumbent prepares to depart. Rachel Shirley, who is also the firm's co-founder, was appointed to the top job in 2022 after serving as chief operating officer ... |
| | | | ... December results, GQG said: "We maintained out defensive positioning through year-end, consistent with our goal to protect client assets from what we perceive as extended valuations, deteriorating fundamentals and macroeconomic uncertainty." "As a result ... |
| | | | ... and FWL or their financial advisers breached their duties and prioritised their own interests over the interests of their client in recommending the policies. CBA said in November 2025, the parties reached an in-principle settlement for $22.5 million ... |
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