Search Results | Showing 341 - 350 of 16365 results for "Client" |
| | | ... immediate change to the range of multi-asset, sector, and single-strategy funds currently managed by ZIM, it said, but its client-facing and retail investment specialists will join Russell Investments upon completion. The combined team will extend Russell ... |
| | | | ... whereby AWAG partners with an accounting practice to develop wealth management services leveraging the practice's existing client base or alternatively acquires an established wealth management business for the joint venture," AWAG said. "A key advantage ... |
| | | | ... responding," the submission read. The FAAA said it supports the use of an ASIC-approved form for the provision of consent by the client to the issuing of protected genetic information to the insurer. This will require a six-month implementation period ... |
| | | | MLC Expand has appointed Irene Worrell as general manager of product management to drive strategy, governance and innovation across its platform. The $100 billion super and retirement platform said Worrell will be responsible for shaping and executing ... |
| | | | ... crisis responses, and address vulnerabilities with their third-party service providers. It also highlighted increased retail client exposure to private credit markets raises risks of mis-selling, unsuitable product selection, and decision-making without ... |
| | | | A former United Global Capital (UGC) financial adviser has had his banning order shrunk by half after a successful appeal to the Administrative Review Tribunal. Milutin Petrovic was banned from providing financial services or performing any function ... |
| | | | ... reflects the business's focus on wealth and retail distribution segments, where the firm sees "significant" opportunities as client portfolios grow more sophisticated and distribution models shift towards long-term partnerships. Further, Federated Hermes' ... |
| | | | ... Complaints Authority (AFCA) has determined inappropriate advice provided by Financial Services Group Australia (FSGA) led to one client's $200,000 financial loss. In December, AFCA said it received more than 1800 complainants in relation to the collapse ... |
| | | | ... top-down, macroeconomic analysis and quantitatively driven portfolio construction, overseeing approximately US$20 billion in client assets. As part of the transaction, Richard Bernstein Advisors founder Richard Bernstein will join Janus Henderson as ... |
| | | | ... international footprint, allowing us to leverage State Street's global expertise to expand our offerings and strengthen client relations, driving robust growth in key markets outside of Qatar," he said. "We are creating a superior servicing model that ... |
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