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Showing 141 - 150 of 418 results for "Consultancy"

Member outreach boosts post-merger integration

KARREN VERGARA  |  TUESDAY, 1 JAN 2019
... employers and independent directors respectively. Brooks moved to a brand development and external communications consultancy role shortly after this interview.

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... research for the new whitepaper Managed Accounts: building your future business was conducted by practice management consultancy Business Health for CFS. It analysed data collected from 30 advice firms that used a managed account service. These results ...

KPMG acquires customer experience fintech

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
KPMG has acquired a customer experience consultancy which lists working with AMP as one of its key projects. KPMG acquired U Don't Know Us (UDKU), a customer experience innovator set to expand the big four consulting firm's customer, brand and marketing ...

Tenders on the menu for UK pension schemes

HARRISON WORLEY  |  TUESDAY, 24 JUL 2018
... members. The Competition and Markets Authority (CMA) is concerned competition problems exist within the UK's investment consultancy and fiduciary management markets. The regulator pointed out that about half of the UK's pension schemes use the same provider ...

US investment giant acquires global fund manager

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... integrated investment strategies to US investors through institutional separate accounts, mutual funds and ESG-related consultancy services," he said. Just last month Hermes announced it will be launching a carbon tool that allows fund managers to assess ...

MyFiduciary partners for compliance

JAMIE WILLIAMSON  |  THURSDAY, 21 JUN 2018
... regulatory focus on the adequacy of portfolio monitoring and risk controls. "The combination of MyFiduciary's consultancy service and JHC's technology means investment organisations and advice firms can access the tools and global best practice ...

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... isn't the first move by Gallagher into the Australian wealth space. Last year, the company acquired wealth management consultancy Complete Financial Balance, describing it as its "first employee benefits acquisition in Australia." At the time, Gallagher ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities SMAs. It will restructure the SMAs as core plus investment portfolios ...

Former industry fund CEO moves to AMP

DARREN SNYDER  |  FRIDAY, 4 MAY 2018
... decade. He has more than 30 years' expertise with extensive experience in employer-sponsored super at life offices and consultancy firms, as well as expert roles at Transfield and Goodman Fielder. The appointment comes at a time when AMP has faced much ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth individuals and business families ...