Search Results | Showing 1 - 10 of 10 results for "Rebecca Jacques" |
| | ... investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques, the former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior investment ... |
| | | Mercer has made a senior appointment that will help grow its investment consulting business. Rebecca Jacques joins as a senior investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals ... |
| | | ... exist have been designed by institutions to deliver their version of goals-based advice," AGBA general manager, Rebecca Jacques said. The association believes that falling costs associated with developing new technologies is making it easier for smaller ... |
| | | ... digital and face-to-face services to clients. The Association of Real Return Investment Advisers general manager Rebecca Jacques recently highlighted concerns robo-advice is mis-selling products and not delivering the best outcomes for clients. She added ... |
| | | ... providing advice let alone the right advice, says the Association of Real Return Investment Advisers general manager Rebecca Jacques. "If you actually look at what robo is doing, it's a very good way of selling passive index funds at a low cost," Jacques ... |
| | | ... improved level of client and member engagement for our business partners," Liverpool said. Founded in late 2016 by Rebecca Jacques, SiResearch is a new research and investment house focusing on enabling and assisting the advice model to move to a personalised ... |
| | | ... bespoke goals based portfolios for clients that were previously not cost or time effective," AGBA managing director Rebecca Jacques said. Founded in 2014, the association is a non-profit, adviser-led organisation with more than 70 active members across ... |
| | | ... platform relationship manager for its DWS Investments Australia division. Fitzgerald takes over the role from Rebecca Jacques who is on maternity leave and is expected to return in next year. Fitzgerald will be the primary account manager for Deutsche ... |
| | | Sydney-based hedge fund, Vertex Capital Management Limited, has announced the appointment of Rebecca Jacques as associate director. Ms Jacques was formerly the acting head of research house Assirt, a position she assumed only in July after the resignation ... |
| | | ... managing director to replace Caroline Saunders, following her sudden departure in July. ASSIRT's head of sales, Rebecca Jacques, assumed the role of acting head while the ratings company searched for a replacement for Ms Saunders. Ms Saunders left the ... |
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