|Search Results||Showing 1 - 10 of 57 results for "Milliman"|
|... appetite. The removed funds include Acadian Global Managed Volatility Equity, Franklin Templeton MultiSector Bond, Milliman Managed Risk Australian Share and Global Share and RealIndex Emerging Markets. Stewart Investors Worldwide Sustainability ...|
|... Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software Innovation Award for their goals-based planning application. Investment Trends chief ...|
|... and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. "The census returns tell us that very few investors became ...|
|Milliman has appointed a director of strategy and solutions in Australia. Amara Haqqani joins the actuarial, retirement and risk management consultancy firm based in Sydney. Haqqani has spent close to two decades in financial services, of which ...|
|... within the institutional wealth team. Melbourne-based Armitage was most recently director of investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques , the former general ...|
|... to these customers over the course of the next 12 months via multiple roll-outs. In June, Ignition Wealth entered a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions.|
|... actively managed portfolios to retail investors in the Australian market," he said. CFS already has similar partnerships with the likes of Acadian Asset Management, Milliman and former US vice-president Al Gore's Generation Investment Management.|
|Melbourne's surrounding suburbs are home to Australia's highest spending retirees, Milliman analysis shows. Retirees living in the wealthy enclaves of Armadale, Prahran, Windsor, South Yarra East and Toorak or Stonnington West spend $56,711 per ...|
|... the very best customer experience to their clients," Thom said. Last month the firm struck a partnership with Milliman, a leading actuarial platform. The relationship is set to see the two firms combine to build advice solutions, with ...|
|Ignition Wealth has struck a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine ...|
UBS has appointed new co-country heads for Australasia, as Matthew Grounds announces his plans to retire from the firm.
Australia's high-net-worth population slumped in the rankings of a global wealth study as millionaires shifted their portfolio to cash amid share market uncertainty.
IMF Bentham and William Roberts Lawyers will bring a class action against MLC's super fund trustee NULIS Nominees relating to excess fees charged to members for adviser commissions.
SG Hiscock & Company has appointed a new investment specialist who will be responsible for fund distribution across New South Wales and Queensland and a new business development executive - both from Macquarie Group.
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