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| | | ... sovereign entities, pension funds, banks, insurers, asset managers, asset consultants, family offices and financial advice practices," BlackRock said.. Across the Pacific, Hiroyuki Shimizu has been named as head of institutional for Asia Pacific, starting ... |
| | | | ... reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event ... |
| | | | ... reporting, data security and integration, all in a concerted effort to support the continued digitisation of adviser practices and their compounding compliance burden," she said. Platforms have also been open to adviser feedback, making several changes ... |
| | | | ... solutions more than product options, and I think this an exciting opportunity to offer something uniquely powerful to advice practices." NEO chief executive Rudi Engelbrecht will join the new company as group chief operating officer. "WealthO2 and NEO ... |
| | | | Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ... |
| | | | ... some 82% of financial advisers are looking for such solutions. "Also driving the demand for managed accounts are advice practices that had used BT Wrap primarily as their main platform and have since taken the opportunity to implement managed accounts ... |
| | | | ... difficult for some organisations, it is important that employers focus on employees' performance, promote inclusive work practices, and adopt a strong focus on values including trustworthiness. "Culture is shaped by top-down organisational messages and ... |
| | | | ... because of our premium services and facilities that are delivered by industry professionals dedicated to assisting advice practices achieve growth and client service goals - as demonstrated by the three new appointments." |
| | | | ... Rest. "As a pioneer in responsible investing, we recognised decades ago that strong environmental, social and governance practices can have positive implications for corporate performance," Eames said. "We look forward to working with Rest to deliver ... |
| | | | ... Rennie welcomed the vote and said that the reforms would have resulted in poorer transparency of investee companies' practices and performance. "Just like company directors, lawmakers must be held to high standards of governance," Rennie said. "Legislation ... |
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