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| | | Practifi has promoted Umesh Banga to senior director, go-to-market amid plans to expand its wealth management and superannuation products and strategy globally. Banga's current duties as director of advice solutions will carry over to the new executive ... |
| | | | ... the company as head of product, master trust and Insurance. Lipman has more than 18 years of experience in the wealth management industry covering business strategy, product management and development, marketing and global markets. Most recently, Lipman ... |
| | | | ... Typically in short supply, there is plenty of opportunity for senior female advisers in the market, with many larger wealth management firms having diversity quotas to meet, Kaizen said. According to the guide, a senior financial adviser with 5-10 years ... |
| | | | ... expand its senior executive team and take advantage of the major opportunities emerging from Australia's wealth management sector after the Royal Commission, it said. Current chief operations officer Roussos and its chief financial officer Games ... |
| | | | ... solutions," Clime said. The alliance follows Clime being introduced to Marcus Today by the principals of MTIS Wealth Management, the wealth firm Clime announced it was acquiring in May. The acquisition was completed this week, with about $380 million ... |
| | | | ... based in Sydney while Stening will remain on the FIIG board as a non-executive director. Welch previously held wealth management positions across Asia Pacificis currently executive director, financial intermediaries and wealth management at Credit Suisse. ... |
| | | | ... partners that Findex added in both metro and regional Australia and New Zealand to its ranks, spanning across wealth management, business advisory, tax advisory, risk insurance, audit and consulting sectors. https://www.financialstandard.com.au/news/findex-promotes-new-regional-partners-179795810?q=findex ... |
| | | | ... president and co-founder Adrian Johnstone said: "The frenetic pace of merger and acquisition activity in the wealth management industry makes it important for registered investment advisers, broker-dealers and network firms to manage their pipeline capably." ... |
| | | | AZ Sestante has launched its digital investing solution as a means of helping wealth management and advice firms address the growing advice gap. Sestante Invest gives investors access to six investment portfolios managed by AZ Sestante. The portfolios ... |
| | | | ... via capital return, special dividend or further buyback. Despite this, there will be no interim dividend. The wealth management business' assets under management took a dive, dropping from $142.3 billion to $126.3 billion, primarily because of negative ... |
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