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Showing 201 - 210 of 474 results for "Associates"

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... acquisition in Australia." It added that Complete Financial Balance principals Graham Campbell and Tapel Cafer and their associates will continue to operate from their Brisbane location, reporting through AJG's head of international employee benefit ...

Innovate to beat innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... rapidly accelerates, asset managers are being warned to adapt before they get left behind. Global research firm Cerulli Associates says managers cannot ignore the growing trend of robo-advice and emergence of blockchain technology. Managers must develop ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... growth private equity firm agreed to buy out Goldman Sachs Asset Management's Australian business and fund platform. TA Associates announced it will partner with GSAM head of Australia equities Dion Hersham and the Australian GSAM management team to ...

US pension fund extends tobacco divestment

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... its tobacco position and advisers recommended the 16-year-old ban be reversed. Analysis performed in 2015 by Wilshire Associates, a consultant to the CalPERS' board, indicated the fund's tobacco restrictions reduced portfolio returns by about $3 billion ...

Legg Mason creates national role in Sydney expansion

ALEX BURKE  |  TUESDAY, 20 DEC 2016
... 3,000 people. Its global affiliate model includes managers such as Brandywine, Clarion Partners, Martin Currie, Royce & Associates and Western Asset.

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... adviser-led organisation with more than 70 active members across more than 34 practices and is also open to 'industry associates' from related service providers such as investment managers, platforms, insurance and tech firms. "AGBA delivers practical ...

Burgess to chair Yarra Capital

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
... will see the business rebranded as Yarra Capital Management. Led by Dion Hershan the $8 billion fund is back by TA Associates, a global private equity firm. Following completion, GSAM Australia will focus on the distribution of its global investment ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... increasingly outsourced world must consider becoming multi-asset specialists, according to new research from Cerulli Associates. The Cerulli Edge - Global Edition found that a shift in focus to selling multi-asset and discretionary fund managers (DFMs) ...

Active winning out in down markets: MFS

ALEX BURKE  |  FRIDAY, 18 NOV 2016
... climate, investors are taking on three times as much risk as 20 years ago to achieve the same return, based on Callan Associates research. MFS managing director of Australian institutional Marian Poirier explained: "Although passive strategies have gained ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... planning, banking and superannuation investing is set to continue as robo-advice becomes mainstream. According to Cerulli Associates, the robo-advice industry could hit US$83 billion by the year-end, growing almost five-fold to US$385 billion in the ...