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Showing 311 - 320 of 928 results for "Consultants"

ASIC totally unprepared for advice reforms: Tynan

ALEX BURKE  |  THURSDAY, 19 APR 2018
... part of a club which only hears its own noise. He said several of the country's largest financial institutions and consultants were also part of said club. "The reality is the 90-day exception, buyer of last resort stuff - this has been going on for ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... For Cardena, the move expands its client offerings. Cardena partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined ...

AustralianSuper boosts digital capabilities for engagement

JAMIE WILLIAMSON  |  TUESDAY, 10 APR 2018
... first six weeks despite only being available online for five hours a day. With the interactions currently overseen by consultants, Blackmore predicts the machine learning technology behind the chatbot will be advanced enough to run unsupervised and 24/7 ...

Optimum Pensions appoints general manager

KANIKA SOOD  |  MONDAY, 26 MAR 2018
... Hennington, Huppert is also a fellow of the Institute of Actuaries of Australia. Optimum has also on-boarded two other consultants: Tamara Ben-Moshe will help the specialist retirement income manager with brand and strategic marketing. David Moxon will ...

Aussie asset consultant appoints new chief executive

DARREN SNYDER  |  THURSDAY, 22 MAR 2018
One of Australia's largest asset consultants will welcome a new chief executive in May following the departure of its current leader at the end of March. Frontier Advisors appointed Andrew Polson as its new chief executive, replacing Damian Moloney ...

Janus Henderson portfolio manager joins Aussie boutique

ALEX BURKE  |  TUESDAY, 13 MAR 2018
... clearly shares this view and has the relevant experience in not only financial markets but also with advisers, asset consultants and investors, to support ARCO on our growth path."

Airlie loses key mandate after Magellan acquisition

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... management. Bill has played a pivotal role in the development of our relationships with key institutional clients and asset consultants in North America," Douglass continued. Total consideration for both acquisitions is about $19 million in cash and ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
... investing has been continually practiced," the pair said. The findings directly challenge a view sometimes proffered by consultants and commentators that tax efficient investing does not benefit super fund members, they added.

Magellan acquires US and Australian fund managers

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... management. Bill has played a pivotal role in the development of our relationships with key institutional clients and asset consultants in North America," Douglass continued. "The acquisition represents a natural evolution of our relationship with Frontier ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... report also shows that alternatives mandates accounted for 63% of JANA's new mandates, twice the ratio of other asset consultants during the 12 months to 30 September. JANA clients awarded 40% of all new mandate appointments, followed by WTW clients ...