Search Results | Showing 71 - 80 of 14673 results for "Client" |
| | | The Federal Court has ordered Macquarie Bank to pay a penalty of $10 million for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, such as financial advisers, on customer cash management ... |
| | | | TCorp, the NSW government's investment and financial management arm, has strengthened its client relationship team with three important promotions. Jennifer Roberts, Yvonne Blunt and Christine Evers have all been elevated to more senior roles. First ... |
| | | | The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Justice Thawley sought to gather more information for the victims in delaying ... |
| | | | ... Management International. "Tim's data and operational experience, coupled with his understanding of the various local client landscapes will be a great addition to the region," said T. Rowe Price chief operating officer of Kimberly Johnson. "He will ... |
| | | | The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed. Larsen's last day as chair was April 18 following five years at the post. He will stay at Sequoia as a non-executive director and ... |
| | | | ... multi-entity advice needs is a priority for us, to help our customers ensure the overall end-to-end advice journey from client onboarding to advice presentation is integrated, intuitive, and innovative." The update follows the recent addition of two-way ... |
| | | | Praemium is feeling the pressure from financial advisers moving advice groups and transitioning their clients away from Powerwrap. In its March quarterly update, Praemium chief executive Anthony Wamsteker said the Powerwrap scheme experienced $53 million ... |
| | | | ... jeopardised its interests. Blumenthal also breached his duties as a director of Creso by paying Tyson Scholz - who was a client of EverBlu - more than $2 million to provide marketing and promotional services for Creso. In addition, Blumenthal paid another ... |
| | | | Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ... |
| | | | ... that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and transformational digital advice experiences that help define, co-create ... |
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