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Showing 191 - 200 of 474 results for "Associates"

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... clients introduced to the practice by satisfied clients referring the planner to family, friends, peers and business associates."

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... financial advisers construct investment portfolios as a result of greater competition in the sector. Research from Cerulli Associates shows 58% of asset managers in the United States are currently offering asset allocations consisting entirely of their ...

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... Management prior to joining Russell Investments again in 2011. Russell Investments was sold to private equity firms TA Associates and Reverence Capital Partners in October 2015 for US$1.15 billion just over a year after the London Stock Exchange Group ...

Macquarie leads alternatives pack

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
... infrastructure. On a global scale, Macquarie Group ranked fifth out of a total of 100 alternative asset managers, with Bridge Associates (US$116.8b) leading the pack, followed by TH Real Estate (US$105.5b) and Blackstone (US$102b).

Actor linked to Malaysian pension fund scandal

ALEX BURKE  |  MONDAY, 19 JUN 2017
... partially funded with money embezzled from 1MDB. Back in July, former US Attorney General Lorreta Lynch explained: "The associates of these corrupt 1MDB officials are alleged to have used some of the illicit proceeds of their fraud scheme to fund the ...

Yarra appoints investment operations manager from IOOF

ALEX BURKE  |  THURSDAY, 1 JUN 2017
... buyout of Goldman Sachs Asset Management's Australian funds management platform, led by Dion Hershan and backed by TA Associates. In April, the firm hired Phil Strano as senior investment manager in the fixed income team. Strano joined from the Victorian ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
... Banning, Navwealth Group Jenny Brown, JBS Financial Strategists Chris Brycki, Stockspot Steven Dobson, Mal Dobson & Associates Mark Everingham, Personal Risk Professionals Tony Gillett, Retirewell Financial Planning Adam Goldstien, Skeggs Goldstien Accounting ...

Global PE firm buys Australian office chain

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... Australian and New Zealand businesses will be well positioned for the future, ultimately helping our customers and associates succeed," Goodman said.

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... with his sister and managing director, Anne-Marie Esler. Matt has previously been head of adviser services at Ibbotson Associates (now fully integrated under the Morningstar brand) and head of technical services at Advance Asset Management. He is also ...

Russell sells actuarial business

ALEX BURKE  |  FRIDAY, 17 FEB 2017
... consulting. " "The agreement also ensures this specialist practice will continue to grow under its new ownership and associates in the practice will continue to be provided with strong career opportunities," Gunning said.