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Showing 151 - 160 of 223 results for "Marsh"

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ...

Room to move on super investment fees

DARREN SNYDER  |  MONDAY, 21 SEP 2015
An increasing downward pressure and competition on superannuation fees may force super funds to become more passive in their investment strategies and potentially impair members' retirement savings. REST Industry Super chair Ken Marshman expressed this ...

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Zurich has launched Wealth Index, a client-facing survey tool part of its robo-advice offering. Wealth Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project ...

AFA awards deadline looms

ALEX BURKE  |  TUESDAY, 14 JUL 2015
The Association of Financial Advisers (AFA) has called for submissions for its Adviser and Practice of the Year awards before the July 17 deadline. The Adviser of the Year award is based on adviser performance, practice business performance, professionalism ...

Fat Prophets partners with OneVue

ALEX BURKE  |  TUESDAY, 16 JUN 2015
... wider goal to reach and understand Generation X and Y investors. Speaking about Super Prophets, OneVue head of product Brett Marsh said: "Our strategic relationship with Fat Prophets, as well as the more recent launch of GURU with Yellow Brick Road ...

AFA looking for next adviser of the year

ALEX BURKE  |  TUESDAY, 19 MAY 2015
The Association of Financial Advisers has partnered with Zurich to launch the 2015 Adviser of the Year and Practice of the Year awards. As a result, the AFA is now searching for advisers who, according to chief executive Brad Fox, it "not only [rates] ...

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... management team, custodial arrangements and digital strategy in its March quarter update. Current chief financial officer Brett Marsh will be replaced by Ashley Fenton, previously CFO at executive recruitment company Ambition Group. Marsh will transfer ...

Mercer announces internal promotions

DARREN SNYDER  |  THURSDAY, 2 APR 2015
... Team and report to Simon O'Regan. Walsh will continue to base himself out of Mercer's Melbourne office. Walsh has been with Marsh & McLennan Companies since 1994 and joined Mercer in 2000. Recently Walsh was leader of Mercer's financial services business ...

Liam Shorte named FS Smileys Scholar of the Year

ALICE URIBE  |  FRIDAY, 14 NOV 2014
Verante Financial Planning director Liam Shorte has won this year's Financial Standard Social Media Influence, Leadership + Excellence (SMILEYS) Scholarship. The FS Smileys Scholarship, proudly supported by Financial Standard's scholarship partner ...

State Street partners with wealth management tech provider

MARK SMITH  |  THURSDAY, 13 NOV 2014
State Street and FNZ Australia have formed a partnership giving State Street's Australian clients access to FNZ's wealth management technology solutions. The combined solution brings together FNZ's global platform technologies and State Street's custody ...