Search Results | Showing 771 - 780 of 16380 results for "Client" |
| | | FNZ employee shareholders have officially filed a lawsuit against FNZ, alleging the global technology firm and its board substantially diluted their ownership with several capital raises. FNZ B class shareholders filed the class action at the High Court ... |
| | | | ... Australia executive committee and will jointly report to Clay Hagland, global head of marketing, and Eric Marais, head of client - Australia. Prior to joining Orbis, Bunning was the marketing director at Capital Group for more than seven years, responsible ... |
| | | | ... identity and a brand promise of 'Better Strategies. Better Service. Better Possibilities.' It said this emphasises its client-centric and collaborative approach to achieving clients' goals. "Our business has evolved over time to become a global group ... |
| | | | ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ... |
| | | | ... presented a "distorted comparison" of the existing fund to the recommended fund. Further, ASIC found that the documents in client files were substantially similar, and the advice provided was templated without proper consideration of each client's circumstances. ... |
| | | | ... recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role, Trusler will be responsible for overseeing investment strategy, governance ... |
| | | | Just two months on from shuttering its flagship fund, Touchstone Asset Management has closed its doors. As first reported by Financial Standard, the boutique wound up the Touchstone Index Unaware Fund in May. This was largely due to the low funds under ... |
| | | | ... Released in March, the long-awaited Tranche 2 of DBFO proposed several changes, such as replacing Statements of Advice with Client Advice Records and clarifying what topics super funds can collectively charge for, only to fall through the cracks in the ... |
| | | | A permanently banned former financial adviser has been slapped with multiple charges for allegedly making dishonest representations to potential investors in relation to acquiring shares in his own doomed company. Donald James Cuthbertson, the founder ... |
| | | | ... role in helping advisers deliver scalable, customised private market exposure, through structures that better align with client needs," Macoun said. "FinCap brings deep experience and a clear strategic vision to this opportunity, so we're proud to ... |
|