Search Results | Showing 961 - 970 of 16719 results for "Client" |
| | | La Trobe Financial (La Trobe) has named Dan Baker as the new chief liquidity officer. Baker brings over two decades of experience in liquidity, treasury, and market risk to the role. He joins La Trobe following his most recent role as the treasurer ... |
| | | | HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ... |
| | | | ... administration, custody and reporting requirements, while retaining its unconflicted adviser status." State Super has been a client of Frontier Advisors since 2006. It will have an undisclosed stake in the asset consultant, which is owned by industry ... |
| | | | ... continually seeking to leverage data, automation, and artificial intelligence (AI) to drive business growth. When it comes to client management, the report found that automation is "no longer experimental" and flows into key areas like faster onboarding ... |
| | | | ... "relevant relationships" with their clients. Certain auditors, for example, held officeholder positions while auditing the client but stated that they only handled particular tasks associated with the officeholder role. "However, holding any such role ... |
| | | | ... strategies. Additionally, the report found just over half of advisers (50.13%) had replaced market cap/passive exposures in client portfolios with smart beta, marking a 10.77% increase since 2022. Even more advisers (61.27%) had done the same for active ... |
| | | | ... provide the best possible outcome for our 1.2 million members," Mogg said. Meanwhile, Ortec Finance head of Australia and client services, APAC Michelle Li added: "We are delighted to reach this significant milestone and look forward to continuing our ... |
| | | | About two in five Australian family offices are run by chief executives who are a member of the family and can earn up to US$625,000, according to a new KPMG study. Some 43% of chief executives running family offices are aged over 50 and commonly come ... |
| | | | ... Generation Life and look forward to accelerating our growth in core markets and across the spectrum of strategic sales and client engagement." |
| | | | ... funds management to the product fee. He's looking to propose an alternative. "I've got a target cost I want the client to pay and deliver every service I can to them within that price target. Then what I do is layer and rebate and subsidise areas ... |
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