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Showing 291 - 300 of 932 results for "Consultants"

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... clients. InvestSense was launched in 2014 as a portfolio construction and consulting firm by Van Eyk's former asset consultants Jonathan Ramsay, Jonathan Tolub and Andronaco. Carrington commented: "I've longed believed managed accounts will play ...

SMSF investments reach far and wide

HARRISON WORLEY  |  MONDAY, 4 FEB 2019
... and investors are banking on the value increasing as a result of those factors," LaGreca explains. "Accredited art consultants will determine the current market values based on recent sales of similar classes of artwork by these artists through galleries ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... immediate plans to put up an Australian office. It will spend the next six months in developing relationships with asset consultants, super funds, and distribution partners. "The main focus in Australia is business development [for current boutiques]," ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... portfolio managers and SMA providers, outsourcing day-to-day portfolio management to an experienced team of investment consultants and focusing on providing holistic, goals-based advice."

Royal Commission sparks risk book sell-off

JAMIE WILLIAMSON  |  FRIDAY, 14 DEC 2018
... supply and demand, Radar Results founder John Birt said the group currently represents about 300 buyers with additional consultants being brought on board to cater to the growing client base.

Former Cbus executive joins Tasplan board

DARREN SNYDER  |  WEDNESDAY, 14 NOV 2018
... including as a past director at the Australian Council of Superannuation Investors (ACSI) and the Investment Management Consultants Association (ICMA). Tasplan board chair Naomi Edwards said the fund is excited to welcome Donohue. "Trish has extensive ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... Practice Forum on Retirement Income. Speaking from the Crown in Melbourne, Allianz Retire+ Powered by PIMCO head of consultants and research Cassandra Crowe opened this morning's event with research showing why today's retirees have different ...

Global manager appoints distribution director

KANIKA SOOD  |  THURSDAY, 8 NOV 2018
... executive. Spending two years at the firm, she was responsible for business development with institutional investors and consultants across the firm's institutional capabilities. Prior to this, she led institutional business at Western Asset Management ...

Warakirri expands investment team

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
The Melbourne-based boutique manager has added two consultants to its agriculture investment team. Warakirri Asset Management has appointed Peter Best as a senior investment specialist. He has more than three decades of experience in agriculture, working ...

Dealer groups lift due diligence post Dover

JAMIE WILLIAMSON  |  MONDAY, 17 SEP 2018
... "We also then consulted with our professional indemnity (PI) insurers and sought the opinion of numerous external consultants before only onboarding those advisers that met a very stringent due diligence process," Ardino explains. JUST IN: ASIC takes ...