Search Results | Showing 431 - 440 of 13215 results for "Adviser" |
| | | ... UK and European societies," David Whiteley, head of global external relations at IFM Investors, said. Mandala's senior adviser Nick Williams said to unlock the full potential of this capital, the UK and Europe will require policy settings that streamline ... |
| | | | The Federal Court has dismissed ASIC's claims that a former Freedom Insurance director and staff member were engaged in shocking and harmful sales tactics. Judge Goodman did not accept ASIC's claims that former director Keith Cohen and quality ... |
| | | | ... financial advice groups putting clients into their own investment model portfolio rather than external products as the adviser receives a management fee, Deloitte said. ASIC's closer examination of managed accounts comes as assets hit $256.24 billion ... |
| | | | ... across marketing, operations, and product. Lonsec said the new leadership structure is designed to drive innovation, deepen adviser relationships, and expand Lonsec's market presence. Robinson called the appointment a pivotal moment for Lonsec. "Her ... |
| | | | ... at iSelect in roles spanning sales management, training and call centre leadership. Having also worked as a financial adviser, he has a deep understanding of adviser needs and client expectations. "We're pleased to welcome David to the team in a ... |
| | | | ... governance, a robust investment process, and a clear value proposition to be considered. Commenting, Vanguard head of financial adviser services Rachel White said the portfolios provide advisers with the best capabilities from the two businesses. "In ... |
| | | | AMP has reported a rise of 61.6% in its platform net cashflows to $1.2 billion, up from $750 million last year. Platform assets under management also increased to $86.9 billion in the quarter. "In Platforms, the strength of the North proposition continues ... |
| | | | ... provide "functionality and features to the market at 10% of the rate you do today." "I think AI is improving and driving adviser efficiency, which will create revenue and growth on platforms," Maloney said. "... we're seeing a lot of advisers start ... |
| | | | ... called by a lead generator, someone who excites further their interest, and then get connected with a licensed financial adviser, and it goes on from there." Several financial advisers are within ASIC's crosshairs. For example, principal and financial ... |
| | | | ... - and the fact it'll be coming from a big name like BlackRock certainly doesn't hurt. "A Bitcoin ETF means an adviser group and their investors can more easily access Bitcoin exposure through a brokerage account. There'll be fewer hurdles ... |
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