Search Results | Showing 951 - 960 of 3363 results for "Wealth management" |
| | | ... exceed the needs of their customers," Adler said. Bravura Solutions is a provider of software solutions for the wealth management, life insurance, and funds administration industries in 12 offices across Australia, New Zealand, United Kingdom, Europe ... |
| | | | US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety ... |
| | | | ... Jason Hayes also moved to Interprac in March. He will be adviser operations manager, moving from the role of wealth management operations management at YBR. Commenting on Walker's appointment, Crole said: "She is forward thinking. Today we are seeing ... |
| | | | ... Financial Standard looked into this and numerous other ways in which COVID-19 has already or is set to impact the wealth management industry. The top stories from the week that was can be found below. Industry funds face reality of COVID-19 shutdown ... |
| | | | ... advice review operations manager at Westpac, Howell previously spent more than three years at the bank's wealth management arm, BT Financial Group, where he was a compliance and assurance manager and financial adviser team lead. Earlier, he spent ... |
| | | | ... survey of over 1600 MLC clients and members of the general public. The survey found investors and clients of the wealth management business were most concerned about the economic impacts of the coronavirus (8.5/10 concern level), as well as market volatility ... |
| | | | ... is "on track" for completion by June 30, as well as AMP's divestment process from its New Zealand-based wealth management business. The firm's client remediation program is on track to be 80% complete by the end of FY20 and fully complete in ... |
| | | | ... alternative source of yield thanks to its cheap valuation. However the firm wasn't so kind to the two listed wealth management giants, commenting that if they underperformed, both AMP and IOOF would suffer fund outflows which would hit their bottom line. ... |
| | | | ... are being prompted by their home offices to increase consistency of performance, spend more time on holistic wealth management, and focus more on client acquisition. |
| | | | ... entrants and non-traditional providers are making an impact on the market, as customers look for more innovative wealth management solutions that are tailored to meet their evolving needs." She added that wealth managers are re-evaluating their offerings ... |
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