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Showing 211 - 220 of 922 results for "Consultants"

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. ...

Legalsuper appoints executive, increases premiums

JAMIE WILLIAMSON  |  MONDAY, 14 SEP 2020
... offering meets the changing needs of our members... It's early days, we're talking to two different insurance consultants," he said. "One aspect we might include is member research, focus groups with members to better understand what they're ...

Australia most active region in Q2: Research

ALLY SELBY  |  FRIDAY, 4 SEP 2020
... institutional asset management focused research house eVestment, tracked the product and profile views of investors and consultants across the region. The most viewed strategies by Australian investors were long only Australian equity strategies, followed ...

IOOF posts profit, restructures business

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... of integration and separation costs from the integration and separation of the P&I business mainly for people and consultants, technology, adviser retention payments and redundancies. Mota said the company's focus remains on a client-centric approach ...

Perpetual launches two ESG funds

KANIKA SOOD  |  FRIDAY, 7 AUG 2020
... Australia. There has also been strong interest in Trillium's ESG offering from institutional investors, asset consultants and private clients in the months since we announced our acquisition of Trillium," Perpetual global head of distribution Adam ...

Calls for financial services to include procurement targets

ELIZA BAVIN  |  MONDAY, 3 AUG 2020
... payments can make to an individual," Hamm said. "It is critical that Indigenous groups are equal partners and not simply consultants, and that there is shared decision making across the renewed agenda. We need to be a part of the infrastructure of this ...

Macquarie tops mandate league tables

KANIKA SOOD  |  FRIDAY, 10 JUL 2020
... league tables from Rainmaker show. Superannuation funds, investment managers (via sub-advisory relationships) and asset consultants (via multi-manager services) appointed an estimated 143 mandates totaling $43.5 billion in the 12 months ending March. ...