Search Results | Showing 581 - 590 of 16719 results for "Client" |
| | | ... inaugural private debt fund, and these promotions reflect their strong performance and expanded responsibilities across client engagement, team leadership, and strategic decision-making," QIC said. Separately, Megan Jones has been appointed fund manager ... |
| | | | Tahlia Rozis, who joined Federation Asset Management in November as distribution manager, has left the firm after three months to take up a new role at Generation Life. Generation Life has appointed Rozis as distribution manager. She joins Brendon Rodda's ... |
| | | | ... joined Warakirri as we continue to build the firm's relationships across the retail and wholesale markets. Rory's client-first approach aligns well with sophisticated advisers who are demanding differentiated, quality solutions." "Our recently ... |
| | | | ... to work with super funds don't come along often so it's very exciting to be able to add a fund like Prime Super to our client group. Especially a fund with a clear strategy and a firm focus on its members. We know we can add value and ultimately help ... |
| | | | ... to group head of Asia Pacific. He will retain the role of group head of markets. Hiom will be responsible for strategy, client delivery and growth across Asia Pacific, as well as lead the provision of technology and dealing services. Hiom joined FNZ ... |
| | | | ... one of its representatives and the advice they provided regarding the Shield Master Fund. The determination related to a client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an Interprac adviser ... |
| | | | Infocus has named its head of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure ... |
| | | | ... ASIC alleges Prakash engaged in unlicensed financial services related to securities, executed unauthorised share trades on client accounts, falsified a fixed-term deposit certificate and misappropriated funds from both personal and self-managed superannuation ... |
| | | | ASIC has banned Melbourne-based financial adviser Raluca Terheci from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ... |
| | | | Successful female fund managers thrive in investment teams that are built on diverse views, trust and transparency, which are equally important in the companies they invest in. Looking at the progress of gender parity in wealth management, top female ... |
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