Search Results | Showing 611 - 620 of 16372 results for "Client" |
| | | ... will finish at the fund later in October. Esposito is set to join CVC Capital Partners as managing director and head of client and product solutions for the buyout firm's local business. The private equity specialist joined Rest in 2014 and has held ... |
| | | | The Australian Securities and Investments Commission (ASIC) has banned former Lighthouse Partners director and financial adviser Timothy Archibald from providing financial services for 10 years, for fees for no service (FFNS) conduct. This comes after ... |
| | | | Netwealth has continued to separate itself from the collapse of First Guardian, saying it was a "case of fraud". In its September quarterly business update, Netwealth said it was working cooperatively with industry bodies and regulators in relation ... |
| | | | La Trobe Financial (La Trobe) has named Dan Baker as the new chief liquidity officer. Baker brings over two decades of experience in liquidity, treasury, and market risk to the role. He joins La Trobe following his most recent role as the treasurer ... |
| | | | HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ... |
| | | | ... administration, custody and reporting requirements, while retaining its unconflicted adviser status." State Super has been a client of Frontier Advisors since 2006. It will have an undisclosed stake in the asset consultant, which is owned by industry ... |
| | | | ... continually seeking to leverage data, automation, and artificial intelligence (AI) to drive business growth. When it comes to client management, the report found that automation is "no longer experimental" and flows into key areas like faster onboarding ... |
| | | | ... "relevant relationships" with their clients. Certain auditors, for example, held officeholder positions while auditing the client but stated that they only handled particular tasks associated with the officeholder role. "However, holding any such role ... |
| | | | ... strategies. Additionally, the report found just over half of advisers (50.13%) had replaced market cap/passive exposures in client portfolios with smart beta, marking a 10.77% increase since 2022. Even more advisers (61.27%) had done the same for active ... |
| | | | ... provide the best possible outcome for our 1.2 million members," Mogg said. Meanwhile, Ortec Finance head of Australia and client services, APAC Michelle Li added: "We are delighted to reach this significant milestone and look forward to continuing our ... |
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