Search Results | Showing 1 - 10 of 679 results for "Legacy" |
| | | ... "Looking forward, I take confidence in the strength of the team, and particularly in Greg's ability to build on the legacy of our six decades of history. We have worked together for 30 years, and his track record, leadership and integrity make him ... |
| | | | ... throughout the year. With the major platform migrations now complete and adviser exit outflows reducing, the drag from legacy transition-related activity is expected to continue moderating into FY27," Praemium said. Looking ahead, Praemium will continue ... |
| | | | ... substance and on the fit, repeatedly, which is why she joins as a partner, not an employee," Fernley said. "We carry no legacy systems, so we can build capability through an AI native lens, from scratch and at speed. We launched our client portal six ... |
| | | | ... Stanley. A subset of Morgan Stanley's clients will have the option to transition their assets from Morgan Stanley's legacy domestic platform to Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. ... |
| | | | ... multigenerational lens. "There's a real sense of responsibility now, like 'How am I going to leave my money and build a legacy for my family, not just the next generation but generations to come?'" he says. According to the Grattan Institute ... |
| | | | ... is pleased to join at an important period for the company. "Under Barry's leadership, Praemium has resolved a range of legacy issues and made key strategic investments, establishing a strong foundation to pursue an aggressive growth agenda," he said. ... |
| | | | ... companies to implement a sound security foundation. He said as Eightcap continues to scale, the business was outgrowing its legacy customer relationship management (CRM) system, which creates compliance risks in many ways. "We have many tools that the ... |
| | | | ... advisers could bucket the needs of their clients in five categories for retirement: liquid, living, lifestyle, later and legacy. The liquid bucket would have short-term needs of the client held in cash plus a little extra for emergencies, the living ... |
| | | | ... chief executive Dan Jowett said. "Unlike traditional banks and brokers, we don't carry many of the high overhead costs of legacy structures. This enables us to deliver a better commercial outcome for advisers, ensuring they can focus on growing their ... |
| | | | ... "the 'switch' as the point of failure" while ignoring a "massive 'user journey' debt created by failing service levels, legacy data matching at the ATO, and a government-mandated performance test that is effectively ordering 12,400 victims and millions ... |
|