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| | | ... which enabled him to transact on their behalf. Hopkins took about $2.9 million of his clients' money without their knowledge to fund holidays, pay rent and credit card debts, and repay personal loans. ASIC's investigation into Hopkins commenced ... |
| | | | ... Australians are turning to banks, finance companies or searching online for financial advice to fill in the gaps in their knowledge. Banks and finance companies should take their responsibility as a source of financial advice seriously and ensure they're ... |
| | | | ... opportunities in OECD countries," Osorio said. "We are delighted to partner with Ironbark, given its strong relationships and knowledge of the local Australian/New Zealand market." |
| | | | ... and focus on evolving its culture as the organisation "plans for a post-pandemic future". "Cassandra's experience and knowledge of CalSTRS operations and culture will ensure a smooth transition and continuity for our members, employees and stakeholders," ... |
| | | | ... we have come to expect from Apex and have been particularly impressed by their local team who demonstrate extensive knowledge of the Australian regulatory requirements and closed ended structures and strategies." The mandate comes after Apex upped its ... |
| | | | ... Funds Group and held positions at Citibank, Merrill Lynch. "We are pleased to welcome Oran to the Chi-X team. His deep knowledge of the investment landscape and client solutions strategy makes him a valuable addition to our growing investment products ... |
| | | | ... investment managers who wish to tap into new markets, with the backing of a partner that can provide specialist local knowledge and a robust compliance and governance structure," he said. |
| | | | ... their evolving needs," Lacey said. "With responsible investment strategies being in high demand, Bevan's deep industry knowledge and experience, together with AXA IM's diverse ESG investment solutions, will help clients invest responsibly and achieve ... |
| | | | ... develop and implement client-oriented growth and service initiatives along with his strong industry relationships and knowledge were exactly the leadership attributes that we were seeking," Lonsec chair Mark Spiers said. "By continuing to stay close ... |
| | | | ... Glenfield said. "Over 15,200 advisers have sat the exam with nine in 10 demonstrating they have the skills to apply their knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam." With consent, advisers ... |
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