Search Results | Showing 3921 - 3930 of 9819 results for "Advisers" |
| | | ... but he certainly knows how to read. He knows and understands the consequences of an all-out trade war, and if not, his advisers would have told him what these are. Recent studies showed that the US economy could slow by between 1% and 2% if the current ... |
| | | | ... 1600 albeit the most popular are offered through more than one managed account or platform administrator. About 2000 advisers are now MDA authorised, Rainmaker noted. The Financial Standard Best Practice Forum on Managed Accounts will be held on Tuesday ... |
| | | | While there are Dover financial advisers that have managed to transition elsewhere in recent weeks, latest ASIC data shows hundreds of advisers will be without a licensee when the disgraced AFSL shutters today. Rainmaker analysis of ASIC's Financial ... |
| | | | ... risk to existing policies or investments," it said. According to ASIC's AFSL register, HSBC had 18 active financial advisers in December 2017. There were only five at the end of April 2018. HSBC joins three of the major four banks currently in the ... |
| | | | ... now have AdviserLogic on board," Lesh said. "AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief ... |
| | | | ... foundation of the FPA's submission to the Financial Adviser Standards and Ethics Authority, also found 84.1% of existing advisers hold what FASEA has deemed an unrelated degree and are not comfortable with the draft standards. As such, the association ... |
| | | | ... the bank's chief investment officer responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients ... |
| | | | The former chief executive of the Association of Financial Advisers believes a practical trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. ... |
| | | | ... for leading the underwriting team nationally and enhance the newly-launched underwriting platform for the benefit of advisers and customers. Jones joined HSBC Insurance Asia Pacific in 2013 as its head of life underwriting and operations based in Hong ... |
| | | | ... investors with tailored, personalised reporting that significantly enhances the client engagement experience and allows advisers to offer a leading digital service that many investors have come to expect." Separately, the platform provider inked a deal ... |
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