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Showing 211 - 220 of 474 results for "Associates"

Robo-advisers friend not foe: Cerulli

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... traditional advice providers to move into the digital world. New research from global research and consulting firm Cerulli Associates projects the digital advice market to exceed US$83 billion by the end of 2016, with more than 75% of those assets within ...

Infocus celebrates success

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Lombard Private Wealth and to Infocus' Jamie Panelli and Ayesha Brine of Infocus Norwood. Reg Sheridan of Sheridan and Associates was awarded Patron's Excellence in Professional Standards (less than two years with the AFSL) award, while Emma Brooke from ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
... well-positioned to provide the best-of-breed solutions and I look forward to being able to provide my clients and business associates with access to the SILC Group's extensive range of alternative investment opportunities." SILC Group managing director ...

AFA excellence in education award winner revealed

KERRIE SYDEE  |  THURSDAY, 6 OCT 2016
... this morning. Ascent Wealth Management's Stephen Nielsen was presented the award, while Steve Dobson of Mal Dobson & Associates was awarded a highly commended in recognition of the high calibre of this year's entrants. In its ninth year, winners of the ...

Engage tech, engage clients: report

JAMIE WILLIAMSON  |  THURSDAY, 22 SEP 2016
... presences as a means of improving client engagement. According to a report published by global research house Cerulli Associates, titled 'European Marketing and Sales Organisations 2016: How to Thrive in an Evolving Landscape', clients of all demographics ...

ICG appoints new director

ALEX BURKE  |  WEDNESDAY, 21 SEP 2016
Infrastructure Capital Group has appointed a director and two new associates. Edward Lloyd joins ICG as a director from KPMG, where he was a principal. Prior to KPMG, he was a director in Colonial First State Global Asset Management's infrastructure ...

PE firm to buy out Goldman Sachs Australian business

ALEX BURKE  |  FRIDAY, 16 SEP 2016
... firm has signed an agreement to buy out Goldman Sachs Asset Management's Australian business and fund platform. TA Associates will partner with GSAM head of Australia equities Dion Hershan and the Australian GSAM management team to restructure and rebrand ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
... to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the United Kingdom 2016: a Guide to Retail and Institutional Market Opportunities' report. In partnership ...

Zurich appoints APAC CEO from Generali

ALEX BURKE  |  MONDAY, 15 AUG 2016
... chief executive and director at AIG and has held roles at TwentyTen, the Boston Consulting Group and Charles River Associates. In his new role, Howell will work closely with interim Asia-Pacific chief executive Stuart Spencer. "Jack's extensive experience ...

Fees still an issue for alternatives: WTW

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... equity manager with over $94 billion and the largest real estate manager with also almost $94 billion. Bridgewater Associates is the largest hedge fund manager with $88bn and Blackstone is the largest FoHF managers with nearly $68 billion. Goldman Sachs ...