|Search Results||Showing 1 - 10 of 100+ results for "Shaw"|
|... Also joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently held a similar role at Shaw and Partners and has previously served in a number of adviser support roles, auditing advisers and vetting SOAs. Lifespan chief ...|
|... Brokerage houses already using Complii can now access the Cashwerkz platform. Complii is currently used by brokerage leaders Shaw and Partners, Canaccord Genuity Patersons, Argonaut Securities and Blue Ocean Equities.|
|... adviser movements, while the vast majority of licences lost advisers Synchron's adviser count grew from 505 to 528. Shaw and Partners Financial Planning also experienced huge growth in the period, more than tripling its headcount from five advisers ...|
|... they can give their clients advice and help them build a long-term wealth creation strategy." Moneysoft chief executive Jon Shaw said the aim was to deliver an enterprise-grade solution to meet customers' needs, but with the simplicity of a start-up. ...|
|... their clients with continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it ...|
|... licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the ...|
|... Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners Soteria Capital Watershed Funds Management Australian Fixed Interest JB Were Mason Stevens Prime Financial ...|
|... direction," several new agreements will have a positive impact and exceed the revenue decline, Praemium said in an ASX statement. Shaw and Partners is the latest to extend its partnership with the platform provider, signing on for a further five years ...|
|... the two form a long-term strategic partnership to expand globally. EFG International paid $61.2 million for the stake in Shaw and Partners, valuing the company at $120 million. Shaw and Partners has $12 billion in funds under advice while the Swiss group ...|
|... time Macquarie reported the misconduct to ASIC and dismissed both advisers. Both advisers then went on to be licensed by Shaw and Partners for more than 12 months before they were banned by the regulator. "The view was expressed to me that if they were ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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