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Showing 11 - 20 of 418 results for "Consultancy"

ETF industry growth streak continues, shatters net inflow records

ANDREW MCKEAN  |  MONDAY, 19 MAY 2025
... growth streak to 71 months of consecutive net inflows, and amassed a record US$620.5 billion year-to-date, according to consultancy firm ETFGI. These record-breaking net inflows year-to-date steamrolled the previous record of US$464.2 billion set last ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... equip finance professionals with strategic understanding and practical skills to apply AI through the lens of the consultancy firm's professional and ethical standards. "The 20-hour program incorporates four micro courses and two expert-led workshops ...

Cyberattacks on super funds expose 'critical vulnerability'

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... has laid bare a "critical vulnerability" in the sector's defences, according to financial services cybersecurity consultancy firm Software@Scale. The attacks, which have so far resulted in at least $500,000 in confirmed financial losses and the compromise ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... expand its presence in private wealth and funds management. Current executive chair Ross Landles, who will move to a consultancy role, will be replaced by Capital Haus chief executive and founder Brendan Gow. The move follows Capital Haus taking an 11.6% ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business. The Memorandum of Understanding (MOU), in the new partnership, outlines joint initiatives in product development ...

Property fund management firm loses AFSL

MATTHEW WAI  |  TUESDAY, 15 OCT 2024
... licences of the following members: George Frossinos (credit licence number 391981). Licence cancelled 20 August 2024. J F Consultancy and Investments (credit licence number 392778). Licence cancelled 22 August 2024. Aspirepay (credit licence number 511877). ...

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... as an investment specialist for the firm's global equities and alternatives business. She earlier led her own consultancy, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as ...

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... running a business." Graham will work as a financial adviser at Kearney and brought across long-standing clients to the consultancy group. Paul Kearney, the founder and chief executive of Kearney Group, said: "Anne and I have known each other and collaborated ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... firm to provide managed account consulting services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including model management. The announcement follows the recent mandate ...