Search Results | Showing 1 - 10 of 25 results for "CAPRI" |
| | There is no difference between investment returns for US state pension funds in "blue" states that might be more likely to integrate ESG investment principles and "red" states that are more likely to ban ESG investment strategies, according to Rainmaker ... |
| | | ... firm has launched a client facing digital fact find to eliminate time consumption in obtaining pre-meeting information. CAPRI has completed beta testing and makes the gathering of information less overwhelming for clients. It integrates with advice software ... |
| | | S&P Dow Jones Indices has announced its quarterly rebalance of ASX indices, effective at the open of trade on September 21. The quarterly rebalance will see two new additions to the S&P/ASX 20 Index; those being Coles Group and Fortescue Metals. The ... |
| | | ... there are 259 of - carries a maximum civil penalty of up to $1 million. The SMSF Club is located in Queensland's Isle of Capri and led by founder, managing director and head SMSF adviser Justin Beeton. It has two other financial advisers attached to ... |
| | | AMP has restructured its senior leadership team as part of its long-term growth plan, making multiple new appointments and seeing off three senior executives. As a result of the changes, AMP's group executive, advice and banking Rob Caprioli will depart. ... |
| | | AMP is launching a new financial advice business with 11 branded practices throughout Australia. Appropriately named AMP Advice, the new business is integrating face-to-face adviser experiences with new technologies designed to make "goals-based advice ... |
| | | The Banking and Finance Oath (BFO) has appointed a chairman and three new board members, following AMP Capital's Stephen Dunne's retirement from the industry. Former chairman of the Australian Prudential Regulation Authority (APRA) John Laker will now ... |
| | | After announcing his departure in May, Genesys and ipac managing director Tim Steele has left the AMP-aligned practices today. Based on the May announcement, Steele was expected to leave his role in June, but stayed on until late October. He is now ... |
| | | National Australia Bank (NAB) chief financial officer of business and personal banking has been appointed managing director of AMP Bank. Sally Bruce will report to AMP group executive of advice and banking Rob Caprioli and will be responsible for all ... |
| | | AMP has appointed a managing director of Charter and ipac, reporting to AMP group executive advice and banking, Rob Caprioli. Tim Mitchell-Adams will be responsible for leading the Charter, ipac, Jigsaw and SMSF Advice businesses. Mitchell-Adams previously ... |
|