Search Results | Showing 41 - 50 of 1866 results for "broker" |
| | | ... Willis will lead the platform growth team, which includes retail distribution, key account management, private wealth and broker, strategic sales, and sales enablement, HUB24 said. The recently promoted head of investment growth and partnerships Paul ... |
| | | | Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ... |
| | | | ISS Market Intelligence (ISS MI) has acquired UK-based Autus Data Services, a provider of data, analytics and insights to the global financial services industry. Autus will become part of ISS MI's MarketPro, which provides comprehensive, accurate ... |
| | | | Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. The joint venture will see Findex's lending business progressively evolve into a dedicated, lending-first entity, with a 12-month handover period ... |
| | | | ... creation. Both will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor Park Avenue Securities. Commenting, Janus Henderson chief executive Ali Dibadj ... |
| | | | Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ... |
| | | | Private credit manager Msquared Capital has established its inaugural $150 million warehouse facility in partnership with "a leading Australian bank." Msquared said that the partnership marked a significant step in the firm's evolution, positioning ... |
| | | | ... background includes senior roles at Allianz Retire+ and BT Financial Group, as well as experience as an interest rate swaps broker at BGC Partners. Brown expressed his enthusiasm for the culture at Australasia's oldest and largest private equity ... |
| | | | NSX Limited (NSX), the operator of the National Stock Exchange of Australia, has entered into a Scheme Implementation Deed with CNSX Markets, the market operator of the Canadian Securities Exchange (CSE). Under the agreement, CNSX will acquire all remaining ... |
| | | | ... almost two decades. Before joining the firm he worked in investment banking at ABN AMRO and Macquarie. According to the broker, Prentice is one of the country's leading dealmakers, having advised on many landmark transactions over the past decade. These ... |
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