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Showing 941 - 950 of 5661 results for "Solutions"

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... Knowledge Shop, TaxBanter and Priority Networking to our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... for the future, it will be absolutely essential that their managers are skilled and supported to deliver services and solutions that advisers want and need. The value they add must be real and tangible and can only, in truth, be adjudged by the adviser," ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... ready for an alternative research ratings solution. "The word Genium is an articulation of what we offer - intelligent solutions for our clients, grounded in genuine quality, rigour and conviction," Genium founder and co-chief executive Chris Lioutas ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... than $500,000. In researching whether annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information, supported by Plan for Life research, found the products are currently far too expensive to do so. ...

Pallas Capital, Ares launch $500m lending fund

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
... partner. "Taking this wider lending mandate to the market allows us to target larger loan sizes and a wider range of loan solutions to better meet demand from our borrower and broker partners," he said. Ares Management partner Will Farrant said he is ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... industry for close to two decades. Her other previous roles include portfolio manager at QSuper and head of SMSF investment solutions at Eviser. Before joining Morningstar, Bradley spent over five years as a consultant to wealth management and institutional ...

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... and mandate." According to its website, Bloom "eliminated" potential investments in fossil fuels, saying "our 'Climate Solutions' are selected after several layers of screening. It's an intense screening process-but it's worth it. It's much more than ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... and disclosure consent," GBST said. GBST head of APAC Jeff Hall said the company is committed to advancing its advice solutions products. "Our mission is to offer advice professionals increased process proficiency, deeper insights and enhanced financial ...

Global economy to grow at a slower positive rate

CHLOE WALKER  |  WEDNESDAY, 28 FEB 2024
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023. The group's latest 2024 ...

Aware, Macquarie partner on green finance

RACHEL ALEMBAKIS  |  TUESDAY, 27 FEB 2024
... also broaden exposure to financial services and the energy transition. "GSC has exceptionally strong tailwinds as many solutions for the global energy transition challenge require significant upfront capex, creating an opportunity for financing these ...