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| | | ... remains the most challenging area to predict. "We see so much underlying logic for its utility, yet the take-up of these solutions remains experimental. Internationally, many digital advice solutions didn't last past the end of 2023," the report ... |
| | | | ... is part of our ongoing commitment to optimising our fund range and seeking to ensure we deliver the best investment solutions to meet the evolving needs of our investors," Schroders said. "The decision to close the fund was not taken lightly, and having ... |
| | | | ... which it said CIP can leverage for its advisers. Conversely, CIP will "distribute some of JPMAM's leading investment solutions," JPMAM said. CIP chief executive Simon Tong said: "For CIP, this important relationship supports delivering on our strategy ... |
| | | | ... institutional business development manager with BNP Paribas AM, promoting its suite of environmental and sustainable solutions across global equities, fixed interest and private markets. He also spent over eight years at Vanguard Australia working in ... |
| | | | ... regional leadership role, responsible for business development and operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass leadership of sales ... |
| | | | ... BlackRock. She most recently held the position of chief investment officer and head of advisory services at Vestmark Advisory Solutions. Slated to start her role in February, Hong will report to Aware Super head of portfolio management Simon Warner ... |
| | | | ... rise and then working out the clients' options," Devlin said. Retirees require a different conversation Future Gen Solutions financial adviser Lili Hong said for older clients, who are typically mortgage free, conversations revolve around prudent ... |
| | | | ... significantly strengthen Knight Frank's global capital markets capabilities, enabling it to provide clients with bespoke solutions to all their financing requirements. "This further reinforces our commitment to building scale as a leading global ... |
| | | | ... Boden will work primarily with Perpetual Digital - and the recently acquired Laminar Capital - to develop fixed-income solutions for the wealth, asset management and superannuation markets. Perpetual acquired the debt and advisory business last October. ... |
| | | | ... superannuation industry: longevity risk remains a partially unresolved issue. State Street points out that developing holistic solutions to this problem has been intensified by Australians' historical reluctance to embrace annuities. Nevertheless, the ... |
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