Search Results | Showing 651 - 660 of 10511 results for "Advice" |
| | | ... strategies team. He initially worked as an associate for Mercer Investment Consulting, specialising in investment analysis and advice. Meanwhile, also leaving is senior portfolio manager Andrew Morgan, who oversaw multi-asset class portfolios while crafting ... |
| | | | ... Solutions has appointed Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial ... |
| | | | The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ... |
| | | | ... the new role, Flygare will consult to private wealth, family office, institutional and endowment clients. Noting that the advice market continues to evolve, Hawke said Ascalon Capital was founded to deliver institutional-grade solutions to Australia's ... |
| | | | ... FSGA from 10 February 2021 to 30 May 2025. He is also the director of Venture Egg Financial Services and United Financial Advice. ASIC is currently investigating Merhi and various entities associated with him in connection with its investigations concerning ... |
| | | | ... example of our focus on attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He ... |
| | | | ... Authority. According to her LinkedIn, Rogan was a chartered accountant and a Certified Financial Planner. The Financial Advice Association Australia terminated Rogan's membership in May 2024 following complaints from former clients. |
| | | | ... Eighteen finfluencers have received warnings from ASIC for promoting high-risk products and providing unlicensed financial advice. The warnings were part of a Global Week of Action Against Unlawful Finfluencers, which saw ASIC participate in a coordinated ... |
| | | | Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ... |
| | | | ... simplification mission. "Our ambition is to support our members through easy and seamless digital experiences, alongside the right advice, tools and products," Doyle said, adding that half of the fund's members now access their account via the Rest app. ... |
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