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Showing 211 - 220 of 928 results for "Consultants"

WA Super trio launches boutique

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... in-house investment capabilities, thereby shrinking the number of superannuation fund clients available to investment consultants. "We have observed that increasingly the commercial focus of the highest-grade investment consulting capability is towards ...

Acadian reduces fees

ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
... as a result of bringing wholesale distribution in-house and our aim to continue to work with financial advisers and consultants in helping them to build cost effective portfolios for their clients," he said. Around $1 billion of the $8.9 billion in assets ...

Implemented Portfolios adds to board

KARREN VERGARA  |  THURSDAY, 19 NOV 2020
... director to the board who recently founded an investment consulting firm. Steve Garth, principal of Principia Investment Consultants and former Dimensional Fund Advisers executive, joined the board in mid-November. He founded Principia in February this ...

Shipton's tax bill under scrutiny

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 NOV 2020
... probably a consultant who wants a 10-year contract," Samuel said. Samuel doesn't believe in the use of corporate consultants, he said if an organisation has the right culture they shouldn't need to spend money on expensive consultants for things ...

Franklin Templeton shuffles distribution team

ELIZABETH MCARTHUR  |  MONDAY, 9 NOV 2020
... marketing but with Franklin Templeton. Amy Teh and Louise Farmakis continue their current roles as head of investment and consultants and head of client services respectively. Serg Premier will also continue in his role as managing director of ifsInvest. ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... 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. Currently, about 85% of its revenue comes from superannuation ...

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
... business was rebranded again as Wealth Connect in 2015, with its team shifting to become digital or virtual wealth consultants. At this stage, more than 120 staffers worked across advice, life and super sales and super retention. In October 2017, BTFG ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... vehicles, particularly targeting the ratings gap in complex products. Evergreen Ratings, a subsidiary of Evergreen Consultants, analyses closed-ended, wholesale, illiquid and listed investment products, as well as property syndicates, private equity ...

Pension funds sue Allianz Global Investors

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... the Structured Alpha funds involved risks commensurate with those higher returns. The claimants and their investment consultants determined that the Structured Alpha Portfolio fit with their overall investment goals and risk tolerances."

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
Zenith Investment Partners has hired two consultants from Lonsec, including the latter's deputy head of active manager research. Shailesh Jain will work as a senior investment consultant at Zenith, focussing on its client and platform relationships. ...