The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 3 of 3 results for "Sam Zervides"|
|... of its long-term strategy to address the needs of clients in the rapidly evolving advice landscape. AWS principal Sam Zervides said his first priority is to meet client expectations through advanced technology and the latest processes to improve engagement ...|
|... Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of the IPA; a role Zervides said he is pleased to be taking on. "I am looking ...|
|... planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner ...|
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Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
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Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
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New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
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Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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