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Showing 111 - 120 of 841 results for "Consultants"

Evergreen Consultants bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
Investment advisory Evergreen Consultants has made two key senior hires, including the addition of a funds management veteran. Michael Ohlsson, former chief executive of Supervised Investments, has joined Evergreen as a partner in the business and executive ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... individualisation to their clients at scale." In November Implemented Portfolios appointed principal of Principia Investment Consultants and former Dimensional Fund Advisers executive Steve Garth as a non-executive director.

Frontier hires from Cbus

KANIKA SOOD  |  WEDNESDAY, 17 MAR 2021
... across some less well-understood areas, but his deep experience and academic background will provide our emerging consultants with invaluable exposure to this increasingly important part of portfolio design and management." Pappas starts in the role ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... strategic partnership with London and Boston based Style Analytics Group which enables asset managers, asset owners and consultants to build objective and comprehensive factor analysis on markets, peers, and portfolios.

Equity Trustees wins super trustee mandate

KANIKA SOOD  |  TUESDAY, 9 MAR 2021
... sub-plans include funds like Elevate Super, Fairvine and Oracle. Aracon Superannuation was initially owned by ARA Consultants, who sold it to Xplore Wealth in October 2018. Xplore Wealth was acquired by HUB24 late last year. Equity Trustees's Aracon ...

Fund manager hires distribution director

KARREN VERGARA  |  TUESDAY, 23 FEB 2021
... director of wholesale markets Daniel Bullock and will be a key point of contact for GQG's network of wholesale asset consultants, licensees, private banks and independent wealth firms. At Vanguard, Naidu worked in business development for six years ...

ASIC imposes licence conditions on Poynter Hargraves

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 FEB 2021
ASIC has hit AFSL Poynter Hargraves Financial Consultants with additional licence conditions, requiring it to remove its sole responsible manager. "This follows a targeted surveillance by ASIC that found Poynter Hargraves had poor risk controls around ...

Evergreen launches stress testing tool

ELIZA BAVIN  |  MONDAY, 8 FEB 2021
Evergreen Consultants has launched a portfolio stress-testing tool within GreenVUE, Evergreen's proprietary portfolio analytics system. GreenVUE will allow financial advisers to visualise their investment portfolio's risk and return characteristics ...

WTW names new head of retirement

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... years with Russell Investments. "I'm excited to take on this leadership role, working with our talented superannuation consultants to help our clients meet the challenges of an ever-changing superannuation environment," Campbell said. "With member outcomes ...

Janus Henderson adds to global leadership

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... institutional Nick Adams. In the newly created role, Graham will lead and drive the company's engagement with investment consultants on a global basis, developing and executing a coordinated coverage model. Additionally, Graham will have direct managerial ...