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| | | Natixis Investment Managers has appointed Daniel Shelest as distribution director for researchers and consultants. Bringing a decade of experience to the role, Shelest will be responsible for strengthening the asset manager's relationships with research ... |
| | | | ... combined capability of both firms will enable advisers to operate with greater precision, scale and speed, while improvement client engagement and connection. Praemium chief executive Anthony Wamstaker said: "Through the acquisition of Technotia Laboratories ... |
| | | | ... last into 2026. Wilson Asset Management said these heighten concerns over governance, balance sheet risk and potential client refunds, adding that the announcement on November 28 came as a "major shock to the market." Also on November 28, CTD announced ... |
| | | | ASIC has suspended the Australian financial services licence (AFSL) of MW Planning, a subsidiary of MWL Financial Group, after it failed to appoint a new responsible manager. The AFSL is suspended until 8 June 2026. ASIC said MW Planning failed to fulfil ... |
| | | | The warning by JPMorgan Chase chief executive Jamie Dimon about the possibility of there being more "cockroaches" in the US private credit market has sparked a flurry of debate about risks in the market at a time when its potential is being assessed ... |
| | | | ... deliver investment solutions aligned with their mission. Reeves arrives from Yarra Capital Management where she worked on the client relationship side of the business. Before that she spent nine years at AXA Investment Managers as a client consultant ... |
| | | | ... Beesley to ensure a smooth transition. The firm also confirmed there will be no changes to the portfolio management of client accounts. Executive director of investment management, Troy Swann, will continue to lead the group's forward strategy and ... |
| | | | ... capability, combining index-based, actively managed, and bespoke portfolio solutions with practice support, technology, and client engagement tools. Spittle brings more than 25 years of experience in wealth management, including senior leadership roles ... |
| | | | AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ... |
| | | | IFM Investors has opened an office in Toronto, as the firm expands its global footprint. Across Canada, IFM serves more than 200 institutional clients, representing approximately $15.65 billion (C$14.4bn) in funds under management (FUM). IFM said the ... |
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