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Showing 311 - 320 of 474 results for "Associates"

Two boutiques merge to target SMEs

MARK STORY  |  MONDAY, 19 NOV 2012
... established boutique practices in the financial services industry, Neil White Financial Services and Ellingworth Pearce and Associates have joined forces to form Next Step Financial Strategies. Bringing together White's 20-plus years' experience advising ...

Investor confidence hits 14 year low

BEN COLLINS  |  WEDNESDAY, 31 OCT 2012
... index was in a similar range during 2008, the regional patterns were very different, said Paul O'Connell, State Street Associates, who developed the ICI with Froot. "North American institutional investor confidence was about 6 points lower, but Asian ...

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... the award sponsor Zurich for their support. Maragna also tipped her hat to her fellow finalists, Mark Rando (Rando & Associates), David Clark (Clark Pacific), Jenny Brown (JBS Financial Strategists), Dennis Jones (Beacon Wealth) and Michelle Tate-Lovery ...

MLC adds three managers to new strategy

LINDA HAUSKEN  |  WEDNESDAY, 24 OCT 2012
... and will be managed by the firm's alternative strategies team. The new managers in the strategy include Bridgewater Associates, which runs a global macro hedge fund, Nephila Capital, which manages a portfolio of insurance-related investments and Balestra ...

Towers Watson appoints new director

MARK SMITH  |  THURSDAY, 18 OCT 2012
... team. Towers Watson is engaged in management consultancy, helping organisations improve performance. It has 14,000 associates worldwide. Dr Hall succeeds Lesley Brown who will now concentrate on her role as the regional leader of the practice. He joined ...

Macquarie in bid for Robeco: Report

MARK STORY  |  THURSDAY, 18 OCT 2012
... private equity firm Permira; and CVC and Advent International which put together a rival bid following the decision of TA Associates not to run with CVC. Macquarie has shown interest in growing its asset management resources in recent years, buying US ...

AFA names finalists for the Adviser of the Year Award

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... before, making up half of the shortlisted panel of six advisers. This year's finalists include Mark Rando - Rando & Associates; Olivia Maragna - Aspire Retire; Jenny Brown, JBS Financial Strategists; Dennis Jones, Beacon Wealth; Michelle Tate, Lovery ...

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
... investors are requesting advice for, according to a new report on the US annuities and the insurance sector by Cerullui Associates. "Annuities are the most unsolicited products requested by clients," they noted. "We've seen a tremendous year-over-year ...

AFA names Rising Star finalists

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
... Management, Cameron Forbes at Forbes Financial Planning, Matt Hale at Financial Design for Life Meike Suggars at Suggars & Associates and Scott Mitton at RI Advice. Richard Klipin, chief executive of the Association of Financial Advisers said the Award ...

Frontier Advisors makes four new hires

LINDA HAUSKEN  |  WEDNESDAY, 3 OCT 2012
... office including Fraser Murray as a senior consultant to head up its equities research team. Murray joins from Ibbotson Associates, where he held the role as head of equities and property. He commences his new position next week. Nathan Bode joined yesterday ...