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| | | ... compliance to support the firm's growth and ensure we continue to deliver disciplined, high-integrity investment solutions." Meanwhile, James Martin has become the firm's chief technology officer, enhancing its proprietary technology platform ... |
| | | | ... are a substantial number of advisers using custom-built SMAs, allocating 57% of new client inflows to these tailored solutions. "Each year more advisers are turning to managed accounts because they allow for a more holistic approach to wealth planning," ... |
| | | | ... Maragiannis said. Axius Partners was established in 2011 to provide capital formation, funds management, and capital advisory solutions. The firm works with fund managers from across the globe and represents them in the institutional, family office ... |
| | | | ... called in January. "It's been so rewarding always to be breaking new ground in delivering innovative life insurance solutions for Aussie consumers - whether direct to consumer, via affinity referral relationships and strategic alliance partnerships ... |
| | | | ... the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' appointments grow our capacity and will further strengthen our team," a Mercer spokesperson ... |
| | | | ... finance chief, replacing Anthony Rose, who left to pursue other opportunities. In his previous role as head of insurance solutions and insights at the life insurer, Finney oversaw product design, pricing, data management and actuarial while leveraging ... |
| | | | ... Fidante Partners in the last week. After six years there, Matthew Holberton has left to join Ares Wealth Management Solutions. |
| | | | ... including at Computershare and SEEK. Most recently, he was the head of engineering at Xero, where he developed mobile solutions that support small businesses to manage their finances. Iress' chief executive of wealth APAC Kelli Willmer welcomed the ... |
| | | | ... portfolio value, the study conducted in partnership with CoreData showed. Some 50% of HNW advisers predict that non-custody solutions will have either a growing or essential role in wealth management over the next three to five years. About 37% of advisers ... |
| | | | ... high-quality exclusionary screened products, and continues to evaluate options in this category to provide investors with solutions that support their financial goals while seeking to limit exposure to certain products and services, providing investor ... |
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