Search Results | Showing 371 - 380 of 9963 results for "advisers" |
| | | ... Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and helps clients looking to raise capital, build strategic ... |
| | | | ... executive Michael Escalante said the board of trustees evaluated the proposed transaction with the assistance of external advisers and "determined that it achieves the best value and other terms reasonably available for shareholders and is in the best ... |
| | | | ... submission read. "There is currently a gap between the number of individuals needing advice and the number of financial advisers available to close the gap." The body noted that the retirement sector, specifically in superannuation, has been changing ... |
| | | | ... platform, BT said the initiative will create a fully integrated, end-to-end suite of retirement income solutions for advisers. In partnership with Challenger, IRESS will introduce new retirement modelling capability through its Xplan software, which ... |
| | | | ... million caps. It would be tidy if they did so, but I don't expect it," he concluded. Outlining considerations for financial advisers, Mills said it's important to consider the most appropriate time to commence a retirement phase pension and how to optimise ... |
| | | | Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ... |
| | | | ... investors plan to increase private market allocations this year. The study found that 86% of the 390 global private market advisers surveyed plan to increase private market investments this year, with portfolio optimisation being the core driver. The ... |
| | | | JANA Investment Advisers has recruited a staffer from rival asset consultant Russell Investments. Oscar Lonergan joins as a senior client development director. JANA said the hire strengthens its support for not-for-profit and liability-aware investors ... |
| | | | ... Nanuk's strong relationships with the investment consulting and intermediary market. Nanuk AM said the appointment comes as advisers and clients seek exposure to companies riding global trends like digitalisation, electrification and sustainability. ... |
| | | | ... opportunities in recent years, particularly private market assets," Gilmour said. "As we continue building our national presence, advisers like Adam bring the depth of experience, technical capability and client-first approach needed to support the next ... |
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