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Showing 91 - 100 of 1845 results for "Consulting"

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... providers for Australian financial advisers, including many global players driven by a desire for scale. Finura head of consulting Danni Le Grande commented: "With so many different products on the market, it's no wonder decision-making can be such ...

Regulators sound alarm on cybersecurity, fraud in super

ANDREW MCKEAN  |  FRIDAY, 24 FEB 2023
... that's overseen by the ATO. Cyber and fraud aside, APRA is pushing for improvements in member outcomes and has been consulting on enhancements to its prudential standard on strategic planning. As economic conditions worsen, APRA is also focused on ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... benefits packages to remain competitive in an overheated market. At least half of the 100 advice firms canvassed by consulting firm Business Health said they intend to add client-service managers/officers to their business in the coming 12 months. The ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
... as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice practices in its latest compensation survey, advisers with five or ...

HALO acquires UK fund manager

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
... over 35 years of experience in financial services, most recently serving as a financial services consultant at Kalex Consulting in London. In his new role, Hughes will be responsible for establishing and growing the HALO's European operations and ...

bfinance completes management buyout

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
... we continue with our mission of building the only truly independent, global, data and technology powered investment consulting firm," Vafai said. Meanwhile, Beach Point Capital Management portfolio manager Shane Lanigan said: "bfinance embodies the characteristics ...

Equity Trustees names super head

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
... operations, technology, leadership of master trusts, client delivery, transformation and change and risk, and most recently consulting to the sector." Godfrey has served as Mercer's chief operating officer of the Asia Pacific region. He has also been ...

Summerhayes named Zurich chair

CHLOE WALKER  |  MONDAY, 30 JAN 2023
... Australia chief executive for nine years. Meanwhile, Waldron has more than 30 years' of experience in audit, risk and consulting as a former partner at Arthur Andersen and Ernst & Young.

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... MLC. As part of the agreement, the responsible entity for close to $8 billion in funds under JANA's implemented consulting offering has been transitioned to an alternative provider. Insignia will remain a client of JANA. JANA clients were informed ...

Rowe joins Kofkin Bond & Co

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... announcement late last week. "As Kofkin Bond & Co continually expands as a multi-faceted and diverse financial services and consulting company, having someone of Matthew's caliber to help 'steer the ship' will be integral to our growth," the company ...