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Showing 3381 - 3390 of 10974 results for "Partner"

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
The professional body for personal financial planners in the US welcomed its new chair this year. Kamila Elliott took the helm of the CFP Board, becoming the first African American to serve as the chair. Elliott is currently the president of Grid 202 ...

New global chief for William Blair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
William Blair appointed a new chief executive to lead the global financial services firm in its next phase of growth. Brent Gledhill, most recently the firm's president, took the post this month. He succeeds John Ettelson, who moved to the role ...

New adviser, intermediary solutions lead at Russell

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
A new head of adviser and intermediary solutions has been appointed at Russell Investments. Neil Rogan was promoted to the role after serving as head of wholesale partnerships for nearly three years. In his new role, Rogan is responsible for Russell's ...

Aon appoints head of wealth solutions

ELIZABETH MCARTHUR  |  THURSDAY, 13 JAN 2022
... that set them apart from their competitors, assisting them in measuring the effectiveness of their employee offering and partner with them towards becoming an employer of choice. We will combine the best thinking across our business to deliver solutions ...

Lutheran Super prepares for merger

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
Lutheran Super informed members it has found its preferred merger partner, following a decision last September to assess the fund's options. In December the corporate fund, which holds less than $1 billion in funds under management, told members ...

How to invest in China: Capital Group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
China's slowing economy may have investors on edge as we ease into 2022, but there's still plenty of opportunities - so long as you know where to look, Capital Group says. Providing an investment outlook for 2022, Capital Group said investors must do ...

EQT expands European footprint

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
Equity Trustees has launched a second global equity UCITS fund for a sustainable investment firm based in the UK. Equity Trustees is the appointed UCITS Management Company to the Gateway UCITS Funds, supporting the launch of the Ecofin Renewables Infrastructure ...

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
VGI Partners quelled media speculation and confirmed that it could potentially merge with another fund manager. ASX-listed VGI Partners said Regal Funds Management is one of many parties it is engaging with for a potential merger. "VGI is aware of its ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... something that becomes an integral part of its processes; therefore, it is crucial practitioners choose the right technology partner," Cowan said. Midwinter's other hires in 2020 include Steve Davison as chief commercial officer, Fraser Hamilton joined ...