Search Results | Showing 1 - 10 of 26 results for "Advice Research" |
| | ... the past three years, the adviser movements pipeline will enable us to provide even more up-to-date financial advice research," Rainmaker Information executive director of research Alex Dunnin said. "With regulation impacting the advice landscape significantly ... |
| | | ... consistent across all AMP licensees; AMP Financial Planning, Hillross and Charter will now have the same APL. "Our advice research team undertook a rigorous industry review and tender process in selecting these insurers," AMP director of adviser partnerships ... |
| | | ... including Advice Systems and Technology, Advice Innovation, Adviser Marketing and Events, Operations and Training and Advice Research. The fund also permanently appointed Renato Mota as its new chief executive in June of this year. IOOF won a court action ... |
| | | AMP is funding a financial advice research fellowship with the aim of raising professional standards in the advice industry. The new research fellowship and scholarship program is in partnership with Griffith University's Business School. As part of ... |
| | | ... approved product lists, its direct equities offer and managed portfolios, working with AMP's existing in-house advice research team. A similar partnership was announced last September 2017 when BTFG's internal research team was pitched to use ... |
| | | ... appointed Morningstar as its external research provider to advice licensees. Working with AMP's existing in-house advice research team, Morningstar will provide a range of services to enhance investment research and governance across approved product ... |
| | | ... Drennan took on the head research role around the same time IOOF had commissioned PwC to conduct a review of its advice research division after reports of misconduct centering on former head of advice research Peter Hilton. At the time, Drennan said ... |
| | | BT Financial Group is looking to combine parts of its Advice Research business with its Investment Research & Governance division. A spokesperson from BTFG has declined to confirm the development but said they are constantly reviewing their teams to ... |
| | | ... provide research to Count Financial. The reappointment will see Morningstar continue to work alongside the WM Advice research team, providing research and consulting services and tools for financial advisers to help them deliver quality advice to customers. ... |
| | | IOOF has appointed a head of direct equities. Previously a senior equities analyst in the IOOF advice research team, Elan Miller will now oversee IOOF's direct equities research capabilities. Prior to joining IOOF in 2015, Miller was a portfolio manager ... |
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