|Search Results||Showing 1 - 4 of 4 results for "Stephen Romic"|
|... to clients and advisers who utilise its portfolio services," Naoumidis said. According to DFS managing director Stephen Romic, accessing and managing mortgage assets was difficult prior to DomaCom's fractional model. "DFSPS and DomaCom have been working ...|
|... both planning advice fees and portfolio performance. That is the view of DFS Portfolio Solutions, with principal Stephen Romic saying it is clear is that "bundling planning advice and product advice is the source of the embedded conflict that has distorted ...|
|... Knight Financial also developed an enhanced investment and corporate governance framework. Independent consultant Stephen Romic, head of research at DFS Portfolio Solutions, has joined the group's investment committee to strengthen the decision making ...|
|... efficiencies in managing our Model Portfolios and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. The groups cited HUB24's capability to enable dealer groups to evolve as a product ...|
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Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services.
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With the coronavirus, now dubbed COVID-19, impacting not only many lives, but now also the bottom line of some of the world's biggest companies, investors are chasing shorting opportunities to bank big on the pandemic.
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A former chair of the SMSF Association has returned for another stint in the top job.
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The chief executive of a $5.5 billion industry superannuation fund has spoken out against increasing the superannuation guarantee to 12% in a submission to the Retirement Income Review.
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