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Showing 151 - 160 of 922 results for "Consultants"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... accounts in terms of the spectrum of solutions, providers, styles and choice in platform, responsible entity, manager and consultants is broad and constantly evolving and growing. "There are so many choices now, in fact it's a challenge keeping up ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... tailored portfolio solutions which deliver client-specific outcomes and objectives for institutional investors, asset consultants, high-net-worth and multi-family offices," Jackson said. Also commenting, Shaw and Partners chief investment officer Martin ...

Montaka Global inks new distribution deal

ELIZABETH MCARTHUR  |  TUESDAY, 2 NOV 2021
... in the retail intermediary channel in Australia. That channel includes stockbrokers, financial advisers, and their consultants. Montaka, in turn, will gain access to the distribution capabilities of Hillcrest's team, led by Hillcrest founders Damian ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
... to unlisted assets early last year, APRA has found an overreliance on external parties like fund managers and asset consultants by some, possibly to the detriment of members. It also found instances of chief investment officers spearheading valuation ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... clientele as more superannuation funds merge, build in-house investing capabilities and start to work with multiple consultants on project basis instead of keeping just one on a fixed-term retainer.

OnePath tops Fat Cat super fund list

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... indexed options outperform over 90% of all super funds. Many superannuation funds hire so-called "expert" investment consultants to pick a range of active fund managers to invest their members' retirement savings," Stockspot said. "Unfortunately ...

Regulation, industry to curb greenwashing

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
... the need to ensure proper regulatory oversight of the funds management industry to prevent greenwashing," Evergreen Consultants director Michael Ohlsson said. "The report noted the pressure to be 'greener' introduces the temptation for funds to promote ...

AustralianSuper calls for fresh retirement thinking

ELIZABETH MCARTHUR  |  FRIDAY, 1 OCT 2021
... Transitioning Well. The white paper reported that retirement is shifting from what it once was, with many staying on as consultants or entering a new field in older age. It includes a series of tools that employers can use to assist those transitioning ...

Aviva Investors names credit lead, offloads US team

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... bolster and differentiate our investment grade credit offerings, and with Tom to bring this messaging to our clients and consultants, especially in the institutional arena." The acquisition is expected to be complete by the end of the year.