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Showing 51 - 60 of 3859 results for "Operations"

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
... expects demand for flexible outsourced paraplanning capacity to increase as advice practices seek to grow and scale their operations. "For many years, parts of the paraplanning industry have been engaged in a race to the bottom on price, often accompanied ...

Actuaries Institute launches AI risk management guide

RIDDHIMA TALWANI  |  TUESDAY, 1 SEP 2026
... lines of defence model, with the first line being business and technology that owns and manages risk in day-to-day operations, the second being risk and compliance that sets risk framework and provides oversight, and third being internal audit that provides ...

Invesco APAC head to retire

VINNY VUCAGO  |  TUESDAY, 1 SEP 2026
... throughout the region and across our firm," Schlossberg said. Franc has held senior responsibilities across Invesco's Asian operations, including Australia, greater China, Southeast Asia and the firm's institutional client strategy. Before joining Invesco ...

Sequoia revokes dividends, chief financial officer exits

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... divisions. "Once the legal and regulatory matters are resolved, Sequoia will focus on the strength of its diversified operations, which are at different stages of development," Fabbri said.

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... over 25 years' experience across wealth management, platform administration, licensee services and adviser support operations, Hamilton held senior management and compliance roles at MLC, BDO Financial Planning, Synergy Capital Management and Macquarie ...

Capital Group makes C-suite appointment

ELIZA BAVIN  |  FRIDAY, 28 AUG 2026
... the year. Veiga will relocate to California from Singapore where he currently serves as group chief information and operations officer at Standard Chartered Bank. "Technology, data and AI play an increasingly important role in how we deliver investment ...

Super trustee business dents Equity Trustees' FY26 results

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... superannuation trustee services (STS) business, while funds under management, administration and supervision for continuing operations, which includes the trustee and wealth services (TWS) and corporate trustee services (CTS), increased 15.1% to $191.9 ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... advisers and key personnel, while SEQ's existing management and adviser team will remain responsible for day-to-day operations. Centrepoint chief executive John Shuttleworth said the acquisition would provide a succession pathway while preserving the ...

BT Panorama hires long-serving Russell Investments executive

KARREN VERGARA  |  WEDNESDAY, 26 AUG 2026
... and superannuation business, overseeing a team of 20 covering master trust client service, business development and operations. He joined the fund manager in 2004 as an actuary to several defined benefit funds, advising on all superannuation matters ...

Qualitas seizes on private credit shift to Europe

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
... including sovereign wealth and pension funds. It has 10 full-time employees across origination, asset management, and operations functions spanning multiple pan-European jurisdictions. "The establishment of our first offshore office in the United Kingdom ...