Search Results | Showing 4111 - 4120 of 9819 results for "Advisers" |
| | | ... channels and segments. Prasad's career includes senior roles globally for NAB and MLC, AMP and AXA, Genesys Wealth Advisers, Capital Position LLC and most recently KPMG where he held the title of director of asset and wealth management. His corporate ... |
| | | | ... McCauley, joins Pengana as business development manager, responsible for servicing dealer groups, researchers, platforms and advisers in Victoria, South Australia, Western Australia and Tasmania. McCauley is coming over from Equity and Super Private ... |
| | | | ... director Simon Swanson said: "It's clear that there's strong widespread support for unrestricted APLs that give financial advisers the autonomy to use their knowledge and experience, and exercise their judgement, to recommend the best solution for clients ... |
| | | | ... IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers and their clients increasingly expect from their platforms. The sector's growing attractiveness has drawn not just new market ... |
| | | | ... breakdown in the vertically-integrated banking model, Powerwrap is uniquely placed to offer financial planners and wealth advisers a non-bank-owned partner to conduct and grow their wealth businesses," Davidson said. "Our track record in delivering bespoke ... |
| | | | An online mortgage broker believes fintechs partnering with robo-advisers, digital banks and online lenders is important for industry innovation but even more critical are relationships with established players. Speaking ahead of the AltFi Australasia ... |
| | | | ... trustees." "SuperConcepts now has a comprehensive suite of product and service solutions for SMSF trustees, accountants and advisers," Fenech said. Explaining the decision to sell, OneVue chief executive Connie Mckeage said while she "likes the business ... |
| | | | ... responsible for spearheading the development and management of retail and wholesale partnerships, focusing on financial advisers and dealer groups. Whelan served as head of adviser services at Morningstar from 2012 to 2016 and was most recently general ... |
| | | | ... 2008, all us investors were kept in the dark because we were forbidden, under the terms of the EU, to engage with our advisers." He continued: "In the context of whether these $70,000 fines are adequate or not, or over the top, or unfair in circumstances ... |
| | | | Despite the market volatility and challenges 2018 has thrown at advisers, this is a good time to cut through the short-term noise and reflect on opportunities that'll pay off in the long run, according leading fund managers. Lazard Asset Management ... |
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