Search Results | Showing 31 - 40 of 917 results for %22Strategic Planning%22 |
| | | ... demonstrated care, engagement and understanding of the needs of his clients. "Martin provided strong examples of his strategic and technical advice and how this led to strong outcomes for his clients," Abood said. "Martin also showed how he has gone ... |
| | | | ... Hugh Humphrey said the Diverger transaction is highly complementary to its existing business is consistent with its strategic pillars. "Post the transaction, the combined group is expected to have a better diversification of revenue. We remain focused ... |
| | | | Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ... |
| | | | ... to deploy a bespoke team on a project basis to assist clients in executing the priority projects from their strategic planning and to take full advantage of opportunities in the current environment." Carney further stated that over the next year, VBP ... |
| | | | ... with our strategy to accelerate growth by executing targeted acquisitions of high-quality businesses aligned to our strategic framework," he noted. "FAM is a corporatised advice firm with a strong cultural fit with our existing network of financial advisers ... |
| | | | ... interim chief executive. Since joining Prime Super in 2015, Memmolo has been a key figure in its financial and strategic planning, the fund said. Prior to his current role, he served as the managing director of business operations at BlackRock and as ... |
| | | | ... per week and service twice as many clients than others. Firms that documented and reviewed their three to five years strategic plan every six months and have a well-defined succession plan were also markers of high performers. Such firms have invested ... |
| | | | ... Australian cities." MEDIQ is run by founder and managing partner Ravi Agarwal, who said Omega is a great cultural and strategic fit. He also reinforced how the deal builds on MEDIQ's plans to expand in Sydney. It already has one Sydney office, in addition ... |
| | | | ... Before joining CBRE IM, he held the role of executive director at Marprop Real Estate Investors, leading the strategic planning and growth initiatives of the specialist boutique. Prior to his tenure at the Australian real estate manager, Gallagher was ... |
| | | | ... in client engagement and client experience which is something we're looking to do moving forward," he said. "This strategic move aligns perfectly with our mission to 'achieve your tomorrow today.' We believe in creating a brighter financial ... |
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