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Showing 1051 - 1060 of 2811 results for "Advisory"

Former MLC super boss joins First Sentier

HARRISON WORLEY  |  MONDAY, 1 JUN 2020
... wealth management, education services, health insurance, superannuation and technology. She also runs her own corporate advisory business advising boards and CEOs on strategy and technology. "In addition, Richard brings broad risk management and financial ...

Former UBS Wealth exec joins Centrepoint

HARRISON WORLEY  |  FRIDAY, 22 MAY 2020
... been appointed chief financial officer of major financial advice group Centrepoint Alliance, fresh off a set of interim advisory roles in ASX-listed firms covering precious metals, horse racing and breeding and auto repairs. Centrepoint chief executive ...

Count Financial makes growth-focused hire

ALLY SELBY  |  FRIDAY, 22 MAY 2020
... started with the firm on May 18. Count said Burton would be responsible for growing the firm's network by bringing in new advisory practices, and is set to help existing practices grow by reassessing their revenue channels and business strategies. Count's ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... the community in a positive way. These principles were set by AMP in consultation with Regnan, a responsible investment advisory owned by Pendal. The MyNorth Sustainable Managed Portfolio has an investment management fee of 0.20% per annum and estimated ...

Bennelong adds to institutional distribution team

ELIZA BAVIN  |  THURSDAY, 21 MAY 2020
... based in Sydney and report to head of distribution Jonas Daly. "Eric's experience on both the funds management and advisory side of financial services gives him a unique insight into the intermediary market, which will be instrumental in supporting ...

Fund pulls mandate, alters pandemic definition

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 MAY 2020
... definition of pandemic illness. Previously, the fund defined pandemic illness as: An illness for which a pandemic alert, advisory, notification, declaration or other similar publication is issued by the Australian Government or World Health Organisation ...

Industry funds pulled back to the pack

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
... regarding how markets and their fund work and advice on how to rebuild their retirement savings." KPMG Superannuation Advisory partner David Bardsley said super fund liquidity has already been strained at a portfolio level. Coupled with a bear market ...

Willis Towers Watson ushers in the future of work

ALLY SELBY  |  MONDAY, 18 MAY 2020
The global advisory and brokerage firm has announced the launch of an artificial intelligence driven software that will help companies rethink and redesign their workforce amid the current uncertain environment. Based upon the firm's 'reinventing jobs' ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
... who either have pre-approved lines of liquidity or directly hold enough cash to pick up practices. AZ Next Generation Advisory chief executive Paul Barrett said his firm is taking note of practices which stand-out despite the many competing distractions ...

South Australian wealth firms merge

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
An Adelaide wealth advisory and accounting practice has acquired a private wealth firm that was named the Financial Planning Association of Australia's Professional Practice of the Year in 2018. Perks is expanding its Perks Private Wealth business after ...