Search Results | Showing 1 - 10 of 268 results for "Financial Advisory" |
| | | ... established by its current chair and chief investment officer Paul Moore; it serves Australian retail investors and financial advisory groups. It has more than $2.7 billion in funds under management (FUM) as at September 30. Regal Partners will pay an ... |
| | | | ... investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. In 2014, Thomas used his ... |
| | | | ... while GPT-4 does well in matching investor profiles to specific portfolios, it will likely not make the entire financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 ... |
| | | | ... with unprecedented demand. Affinia has practices across Australia, including risk specialists and holistic financial advisory firms, with Count saying the merger will add an "important capability" to its business as it expects to grow risk advice capability ... |
| | | | Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ... |
| | | | ... immediately" and be replaced by acting chief executive Kristin Stubbins. Once Seymour had stepped down, former PwC financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory also exited their positions ... |
| | | | ... clients and external stakeholders rightly expect," said Stubbins. Following Seymour's step down, former PwC financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory also exited their positions ... |
| | | | ... experience based on the unique needs of their ideal clients can be a key differentiator in today's competitive financial advisory landscape," he said. Delving into the psychological factors behind building their businesses, fast-growing firms ten ... |
| | | | Financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory have stepped down amid the firm's tax scandal. Calleja and Gregory will remain at PwC but have exited their senior roles and the executive ... |
| | | | ... into the chief executive role in 2020, Seymour headed up PwC's tax department as its managing partner, financial advisory and Asia Pacific Americas tax leader and, prior to that, managing partner, tax and legal. PwC chair Tracey Kennair acknowledged ... |
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