Search Results | Showing 21 - 30 of 444 results for "Associates" |
| | Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ... |
| | | ... PBI, none of its member data was accessed in the hack. Law firms Wolf Haldenstein Adler Freeman & Herz and Console & Associates are already investigating claims on behalf of current and future CalPERS retirees whose information was stolen in the attack ... |
| | | ... authorisation and engaging in dishonest conduct. Wertheimer was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer ... |
| | | According to the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers ... |
| | | ... Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, the Westwood Group. Focus founder and chief executive Rudy Adolf said ... |
| | | Bridgewater Associates has announced a restructuring plan that includes cutting 100 jobs as it seeks to expand globally and invest more in artificial intelligence (AI) technology. The job cuts will affect approximately 7.7% of Bridgewater's workforce ... |
| | | ... UK and Europe." Maple-Brown Abbott added that the partnership will complement its existing relationship with Douse Associates, which has been its partner for 17 years with a focus on institutional investors and their consultants, and some UCITS buyers ... |
| | | ... funds. These applications were made in the members' names, without their specific consent and contained Goel's own or associates' bank account details as the payment destination. Goel also provided false contact details on the forms, including his own ... |
| | | ... wealth management client services managers (36% increase), fund administrators (33.3% increase), wealth management associates (29.4% increase), corporate and institutional banking associates (23.8% increase) and fund accountants (22.2% increase). On ... |
| | | ... during 2021/22." On an annual basis there were membership declines across CFP professionals, practitioner members - AFP, associates, allied professional affiliates, leave of absence affiliates, and student affiliates. The only membership category to ... |
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