Search Results | Showing 641 - 650 of 9975 results for "advisers" |
| | | ... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ... |
| | | | ... Sequoia's $40.5 million sale of Morrison Securities. It was reported that investors were put into the Shield Master Fund by advisers linked to Sequoia through its subsidiary, InterPrac. It alleges the responsible entity for Shield gave $15 million to ... |
| | | | ... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality ... |
| | | | Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ... |
| | | | ... HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the ... |
| | | | ... decision-making, greater agility and responsiveness to industry change. Fabig said: "I'm passionate about supporting advisers to achieve their business objectives using regular oversight and structured accountability frameworks, and I look forward to ... |
| | | | ... future of advice licensing including changing the compositions of AFSLs, balancing accountability between licensees and advisers, and much more. The FSC is currently seeking consultation for the paper and the feedback collected will form the basis of ... |
| | | | ... areas where the fund manager believes active management adds the most value, such as private assets and property. "As advisers continue to seek streamlined investment solutions and simplicity in their back office, MLC MultiSeries offers access to a broad ... |
| | | | ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ... |
| | | | ... following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection and investment governance. He also spent more than a decade at ... |
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