Search Results | Showing 1 - 10 of 922 results for "Consultants" |
| | | ... broadening strategic partnerships across the advice ecosystem, from individual advice businesses and dealer groups to asset consultants and investment platforms," Branigan said. |
| | | | ... has been issued. "Once the advice has been provided to clients, it's too late. This idea that compliance groups and consultants do four checks on client advice per year is a huge risk to the industry." The end of the process culminates in an "ASIC-level ... |
| | | | ... focus on strengthening Northern Trust's asset owner proposition, working closely with institutional investors, consultants and industry stakeholders across Australia, New Zealand and broader APAC markets. The appointment comes as competition intensifies ... |
| | | | ... investment team that will work with advisers to have their own portfolios on the platform, and it will also work with asset consultants who wants to offer their portfolios. "The platform will have a menu of different models or portfolios that advisers ... |
| | | | ... about it. "It's now becoming not just, 'Should I have private in my portfolio?' Instead, advisers and consultants are thinking, 'Should I have secondaries? Should I have primaries? Should I have co-investments? What style of private equity ... |
| | | | Five consultants at Frontier Advisors have been recognised in its mid-year promotions. Head of investment governance Sarah Cornelius has been promoted to principal consultant. She has over 15 years' experience at Frontier, having joined in 2010 as an ... |
| | | | ... remit effective January 2026. Crowe joined the firm in 2019, having previously worked at Allianz Retire+ as head of consultants and research, and earlier at NAB Asset Management and Dimensional Fund Advisers. She is also an executive founding director ... |
| | | | ... Private Bank, building deep relationships across independent advisers, private wealth firms, family offices, asset consultants, and dealer groups. Channel Capital co-head of distribution Byron Slessar said: Keenan's appointment is a deliberate investment ... |
| | | | ... offers insurance brokerage, risk management and consulting services. AJG's network of corresponding brokers and consultants currently provide similar services across approximately 130 countries around the world. In Australia, AJG is also the owner ... |
| | | | ... institutional investors, while its trustee business builds funds and managed accounts in partnership with fund managers, consultants, advice firms and platforms. "Over the past 15-plus years we've built Ironbark with one belief at its core: when you ... |
|