Search Results | Showing 1 - 10 of 321 results for "advice" |
| | | Lonsec has launched a new investment governance solution aimed at helping financial advice licensees, trustees and investment committees strengthen oversight of approved product lists as regulatory scrutiny of investment governance continues to increase. ... |
| | | | A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ... |
| | | | ... Australians need. And I'm looking forward to contributing to those efforts. I'll still be offering frank and fearless advice to government, but just in private capacity only going forward." He brings a broad economic policy background, including ... |
| | | | ... Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in wealth management, has led both Perpetual Group and ... |
| | | | ... solutions team as a senior product lead. Gil joins from DASH, where she served as product manager for software and digital advice for four years. Previously, she worked at Equity Trustees and Partners Wealth Group. AMP Investments manages over $70 billion ... |
| | | | ... and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across the New South Wales advice community. "Tahlia's appointment reflects Generation Life's continued investment in growing its distribution footprint ... |
| | | | ... real engagement with information provided to them." The second is that: "Directors cannot substitute reliance upon the advice of management for their own attention and examination of an important matter that falls specifically [within] the board's responsibilities." ... |
| | | | ... consultant Pamela Hanrahan said. "He also confirmed that a director is entitled to rely on the 'judgment, information and advice of management and other officers, at least except where they know, or by the exercise of ordinary care should have known ... |
| | | | Iress, the financial advice software provider, has promoted from within to fill the top role in its Asia Pacific wealth business, following the departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding ... |
| | | | Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ... |
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