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| | | Small-size planning groups keen to cut their licensing and admin costs without sacrificing their independence and quality of service are driving the demand for the 'shared services' model, said Paragem's managing director Ian Knox. Knox said some planning ... |
| | | | ... more to build assets in each of its shariah funds - rather than simply continuing to launch more funds," said Cerulli Associate managing director, Shiv Taneja. Over the past few years, Malaysia has been ramping up its Shariah fund offerings in a bid ... |
| | | | Mercer strengthens its investment consulting business further after it acquired Callan Associates, one of the largest consulting firms in the US. Based in San Francisco, Callan Associates provides research, education, decision support and advice for ... |
| | | | ... services. She was previously with GBS Venture Partners as chief financial officer and has also worked with Macquarie Bank as associate director - banking and property, and with KPMG as audit manager. Dullahide said that the position was created to strengthen ... |
| | | | Two former client advisers have been found guilty of market manipulation following ASIC investigations. According to a statement by the Australian Securities and Investments Commission, Rocco Musumeci and Richard John Wade were yesterday handed custodial ... |
| | | | Two in five defined contribution plan sponsors in the US are expected to replace their underperforming fund managers in 2009, new research shows. According to Lori Lucas, defined contribution leader at US-based Callan Associates, the credit crisis has ... |
| | | | Zenith Investment Partners has won four new clients, appointed former Property Investment Research (PIR) associate director, Dugald Higgins, to manage its new direct property research division and added an additional investment analyst, Graeme Miller ... |
| | | | ... particularly a super fund's attitude to how diversified their investments should be," said Andrew Keevers, Rainmaker associate director of research. This meant the super fund's strategy before the GFC to maintain high weightings to equities or increase ... |
| | | | Women are more likely to use a financial planner, own investment property and trust the past performance of investment strategies than men, new RaboPlus research found. The study, undertaken by Rabobank's online banking division, found women are 20 ... |
| | | | The Australian Securities and Investments Commission (ASIC) has obtained a court order preventing a payment of $2 million from Storm Financial to a bank account in which is held by Emmanuel and Julie Cassimatis. The sum was transferred from a Storm ... |
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