Search Results | Showing 51 - 60 of 10272 results for "Strategy" |
| | | ... development Jim Roland said. Commenting on the announcement, Federated Hermes director of digital assets product and platform strategy Kevin Barr said the initiative reflects the firm's commitment to expanding its digital asset capabilities. "We ... |
| | | | ... real value of an experienced paraplanner is their technical knowledge, judgement and ability to understand an adviser's strategy and act as a genuine second chair," Morey said. "As automation and AI remove more of the repetitive document production ... |
| | | | ... growth of these initiatives and ongoing relationships. "With Alten's deep understanding of technology, enterprise strategy and the advice industry, we're excited about the value he'll bring to our clients, partners and the broader advice ... |
| | | | ... institutional investors who have injected $705 million into Nuveen's Arcmont Asset Management European direct lending strategy. Brighter Super, JANA Private Credit Trust and two other Australian institutional investors have committed to the strategy ... |
| | | | ... the role following a 13-year tenure at the company. Chloe Neil has taken on the role, and will be responsible for the strategy, growth and management of Macquarie's wrap platform business. She was most recently the head of managed accounts for nearly ... |
| | | | ... across Invesco's Asian operations, including Australia, greater China, Southeast Asia and the firm's institutional client strategy. Before joining Invesco, he held a range of leadership positions across the asset management industry. "Marty brings a ... |
| | | | ... options for Platypus and concluded ownership of an Australian equity manager was no longer aligned to Australian Unity's strategy for the Wealth and Capital Markets business. Australian Unity said the review also highlighted long-term profitability and ... |
| | | | ... securities. Kaplan was founded in 1998 and currently has about $800 million in funds under management. Kaplan's wholesale strategy, the Kaplan Equities Fund, aims to outperform the ASX 200 Accumulation Index with relatively less volatility, using an ... |
| | | | ... Investment Management. Most recently, Hamilton was overseeing strategic relationships, business development, product strategy, governance, compliance and operational initiatives across the DDH Graham business. Commenting, Acclaim Wealth chair Ugo Di ... |
| | | | ... JANA's business has been traditionally, it's very much institutional consulting. About five years ago, JANA put a strategy forward to see what we do in the institutional world could translate into wealth," Leman says. Leman notes JANA works with ... |
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