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Showing 211 - 220 of 2079 results for "Consulting"

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
... complex needs at a disadvantage, according to the Financial Services Council (FSC). A new report by the FSC and NMG Consulting is calling for Choice products to have "wider guardrails given the high level of engagement and decision making from members". ...

WTW retirement solutions lead steps down

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... dedicated, interesting and diverse folk who populate both WTW and the broader superannuation community, together with the consulting work itself which has been both challenging and provided me with a real sense of purpose. I'm looking forward to ...

FICAP RockStar raises over $100k for charity partners

JAMIE WILLIAMSON  |  FRIDAY, 26 JUL 2024
... Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pedal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. This year saw performances by: Singer Firm Song ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

FICAP to support Aussie icon in 2024

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
... Colonial First State, HUB24, Ironbark Asset Management, KPMG, Macquarie, Magellan, Maple-Brown Abbott, Montgomery, NMG Consulting, Pedal/Perpetual, PIMCO, Profusion, Schroders, SQM Research, and Thinktank. Financial Standard is the official media partner ...

Data concerns land Fiducian with additional licence conditions

JAMIE WILLIAMSON  |  TUESDAY, 16 JUL 2024
... endeavoured to comply with APRA requirements and to ensure that its processes are robust, it engaged a big-four audit and consulting firm in May 2024 to review its end-to-end data reporting processes. The finalised report from this engagement is expected ...

SSGA appoints local head of intermediary

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
... visibility, awareness, and usage of indexes within the market. Before joining MSCI, Bradbury was managing director at ETF Consulting and ETF Portfolio Solutions, which he founded in 2010. Prior to that, he was head of investor solutions at Barclays Capital ...

Invartis enters Australian market

ELIZA BAVIN  |  WEDNESDAY, 10 JUL 2024
Strategic consulting firm Invartis is expanding into Australia with plans to provide services to support superannuation funds and wealth managers. The new office will be set up in Melbourne and Nigel Jansz has been named as country head - Invartis Australia ...

Adviser exam yields 70% pass rate

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... financial adviser for faking exam results permanently. ASIC banned Todd Karamian in March 2023 after the Bluepoint Consulting chief executive and co-founder altered his Financial Adviser Certificate from a 'fail' to 'pass'. Justice Kyrou ...

AAT mitigates adviser's permanent ban

KARREN VERGARA  |  WEDNESDAY, 3 JUL 2024
... exam result, has been slashed to seven years upon appeal. ASIC banned Todd Karamian in March 2023 after the Bluepoint Consulting chief executive and co-founder altered his Financial Adviser Certificate from a 'fail' to 'pass'. The Administrative ...