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| | | ... and retail investors continue to pour money into its strategies. Ardea Investment Management has appointed former Deutsche Bank fixed income research expert Jean Dumas to its investment strategy team. Dumas will generate investment ideas for Ardea, drawing ... |
| | | | ... services. It's also rolling out wrap and super solutions to meet a growing demand for independent platforms shifting to non-bank aligned business models. Sharp said in addition to building the stockbroking and financial advisory market, acquiring ... |
| | | | ... planning (alternative and quantitative). Press' prior experience includes working at SBC Asset Management and the Reserve Bank of Australia. Hughes has been group general counsel for Tabcorp since July 2017. Before this, he was the chief risk and ... |
| | | | ... remain the go-to for arranging investments. A strong brand and reputation can help win clients, but UBS is not a universal bank appealing to a mass market." Woldemichael added the average account balances of the biggest UK robo platforms suggested robo-advice ... |
| | | | This July was the driest in Australia for 16 years. Almost 100% of New South Wales and 57% of Queensland is in drought and financial advisers are dealing first-hand with the impact. The numbers are startling yet they don't come close to measuring ... |
| | | | ... drive forward our SMA offering," Walker said. A former financial planner, Cilmi began his career with Bendigo and Adelaide Bank, moving to Bendigo Wealth as a senior manager of its technical solutions team. He then moved to Sandhurst Trustees as a senior ... |
| | | | ... Public Private Partnership project for Plenary Group. AMP Capital acquired a 100% interest in the PPP project from the Royal Bank of Scotland in 2015. AMP Capital global head of infrastructure health, Julie-Anne Mizzi, said Pilbrow's health and social ... |
| | | | ... a strong assurance of being paid attention to. If clients find the platform useful, they may begin to view it not as the bank's system but as their own private tool, he said. "That can make for a very personal experience. To be effective, however, this ... |
| | | | ... raise rates out of the cycle, as their overseas funding costs rise. Several smaller banks, including Bendigo and Adelaide Bank, have already raised rates even though the RBA has the cash rate on hold, citing increased funding costs. Speaking of Royal ... |
| | | | ... reverse mortgage loans between 2013 and 2017 were also examined. They were: Bankwest, CBA, Heartland Seniors Finance, Macquarie Bank, and Westpac and its subsidiaries St George Bank, the Bank of Melbourne and BankSA. As of late 2017, Macquarie Bank and ... |
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