Search Results | Showing 31 - 40 of 1827 results for %22Financial Services Partners%22 |
| | | ... experienced analysts will always participate in reviews; reports will be concise and outline key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm ... |
| | | | ... at Cbus. Prior to Cbus, Robinson was general manager of delivery, data analytics and technology at Latitude Financial Services. In her new role, Robinson will work to improve the systems, processes and industry-leading technology needed for the life ... |
| | | | ... Accenture has been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial advisers, and institutional clients. The transformation involves replacing Challenger Life's core annuity registry ... |
| | | | ... management team at Solutions Centric will provide a strong platform for growth and support to the accounting and financial services industry in Australia." The acquisition is expected to complete before March 31. |
| | | | ... latter's Investigate DQ software, for an undisclosed figure. Novigi delivers data and technology services to financial services companies including Mercer, Link and Vanguard Super. It said QMV Solutions is a complementary business that will deepen its ... |
| | | | ... of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce said. "The collaboration with Mason Stevens will further strengthen Euroz ... |
| | | | ... interim. A CAR enables iExtend to act as an agent of an AFS Licensee, meaning it is authorised to provide specific financial services outlined in their agreement with the licensee. These services may include financial advice, investment management, insurance ... |
| | | | Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ... |
| | | | ... that gap." Osborne said that Intelligent Planning will be part of Intelligent Money Partnership, an integrated financial services offer that is currently in development. "Listening to our financial advice practices informed the new Intelligent Planning ... |
| | | | ... client-facing position left vacant by Murray Brewer last August. The US$1.2 trillion asset management business of Prudential Financial has chosen Chris Briant to be the new head of its institutional client group for Australia and New Zealand. Briant ... |
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