Search Results | Showing 1 - 10 of 421 results for "Centric" |
| | | ... investors across the world are choosing Pinnacle as their partner of choice to establish, support, and grow quality client-centric funds management businesses." Pinnacle confirmed it will take a minority stake in the new affiliate but did not disclose ... |
| | | | To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders ... |
| | | | ... "That means we need to continue to develop a platform and digital experiences that go beyond the traditional investment-centric and goals-based planning experiences and look for ways we can improve a client's overall wellbeing. Designing compelling ... |
| | | | Count has finalised the acquisition of Solutions Centric, but flagged another of its recently announced deals isn't going to plan. The group's acquisition of 51% of Solutions Centric was effective on Friday, April 5. It first announced the deal on February ... |
| | | | ... This year, former AMP Financial Planning licensee Tailored Lifetime Solutions joined Count. Count also acquired Solutions Centric, an Australian company that provides offshore accounting, tax, and SMSF services from India, and finalised its acquisition ... |
| | | | ... gatekeepers, the study ranks asset managers by evaluating brand attributes such as investment strategy appeal, client-centric approach, expertise, solidity, and local knowledge, uncovering the most revered global and regional brands across the US, APAC ... |
| | | | ... to members, effective immediately. Rest chief member officer Deborah Potts said Tully will bring a "holistic and member-centric approach" to the role. "Scott is a uniquely talented and experienced superannuation expert. I am confident his expertise and ... |
| | | | ... expects Fortuna's advisers to join Count's licensee business. It also spent $4.1 million on SMSF services company, Solutions Centric. This month, Count announced the completion of the Diverger acquisition. The group now has 590 financial advisers and ... |
| | | | ... Shop, TaxBanter and Priority Networking to our existing businesses of Accurium and (the recently announced) Solutions Centric." "The addition of the CARE SMA portfolios and the supporting client-centric advice processes provide new growth opportunities. ... |
| | | | ... in funds under advice. With Diverger, this will grow to $30 billion. In February, the group acquired 51% of Solutions Centric, a company that provides offshore SMSF services out of India. The acquisition is expected to complete before March 31. "These ... |
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