Search Results | Showing 51 - 60 of 16356 results for "Client" |
| | | JPMorgan Chase chief executive Jamie Dimon grabbed headlines last year when speaking at one of the banking giant's quarterly earnings calls. "When you see one cockroach," he told analysts, "there are probably more." The cockroach Dimon was referring ... |
| | | | ISS STOXX strengthens its sustainability business in APAC with the appointment of a new regional head. Julia Leske has been promoted to head of sustainability business, APAC, which is a newly-created role reporting to the group's global head of ... |
| | | | The insurer found that market volatility, and inadequate savings are no longer the greatest threats to retirement outcomes, rather, it comes down to hesitancy to make the decisions retirement requires. Allianz Retire+'s The two-chapter retirement report ... |
| | | | HUB24 has launched a lifetime super solution with life insurer TAL, available through HUB24 Super. The new offering meets the requirements of an Innovative Retirement Income Stream (IRIS) and provides access to concessional Centrelink treatment when ... |
| | | | ... anything else, a panel of technology and advice experts stressed the importance of starting at the ground level - improving client and investment data before leveraging AI over it. On the final day of the Stockbrokers and Investment Advisers Association ... |
| | | | After close to 17 years with HESTA, the mainstay will take on a new role as chief investment officer at Australian Unity. After closed to 17 years with HESTA, Andrew Major will join Australian Unity as chief investment officer in the wealth and capital ... |
| | | | Federated Hermes has expanded its Australian wholesale offering with the launch of the Federated Hermes Global Equity Fund, as the global asset manager deepens its push into the local wealth management market. The Australian unit trust, now registered ... |
| | | | ... ability to provide financial advice firms with either end-to-end or tailored solutions designed to complement their existing client propositions. Founded in 1970, Bell Financial Group has approximately $92.1 billion in funds under advice and services ... |
| | | | Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ... |
| | | | ... the market what our role is, and we want to call out how we are focusing on the changing dynamics, such as technology and client behaviours for the future." The association is driving home several strategic imperatives: advocacy, lifting industry capability ... |
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