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Showing 361 - 370 of 924 results for "Consultants"

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
... global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971, employs over 2000 tax consultants throughout the country and prepares more than 800,000 tax returns each year. Under the referral arrangement, H&R Block accountants ...

Zurich hire grows retail risk business

DARREN SNYDER  |  TUESDAY, 24 JAN 2017
... Sydney, where he was responsible for marketing the firm's equity fixed income and alternative strategies to investment consultants, endowments, foundations, corporate, public, and industry funds' superannuation plans.

JANA executive director retires

ALEX BURKE  |  TUESDAY, 24 JAN 2017
... investment professionals" - including head of specialist investments and business development David Van Ryn, senior consultants Michael Donohue and Edward Giudice and consultant Ben Graetzer.

In-house investment leading mandate charge

DARREN SNYDER  |  MONDAY, 16 JAN 2017
... issue for bringing investment teams in-house. Rainmaker's Mandate Chaser report includes data on managers and asset consultants. It shows who is winning the most mandates by asset class, by number and by dollar value or funds under management.

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... week, Financial Standard also reported that the next boom segment in financial services is the demand for retirement consultants. But for now, aged care products that suit certain segments of the seniors market remain thin on the ground. With their newly-minted ...

The era of the retirement consultant

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2017
... quickly if they are to engage and retain these older members," Gebler says. "For example, in this new landscape asset consultants will no longer be able to provide all investment advice and may even require re-training to remain in line with funds' new ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
... 33 countries and does business in more than 150 countries globally through a network of correspondent brokers and consultants. Both AJG and Complete Financial Balance have not disclosed terms of their transaction. Complete Financial Balance is currently ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... Mercer, having previously held multiple actuarial roles at the firm. He is also deputy chair of Investment Management Consultants Association Australia. 6. Senior Perpetual executive to leave the company The group executive of Perpetual Investments left ...

Mercer principal joins IMCA board

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
The Investment Management Consultants Association of Australia has appointed five new board members. Principal of Mercer Investments Hendrie Koster has joined the board, bringing with him a wealth of knowledge in asset class research, portfolio construction ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
... to clients and failed to provide one client with a written statement of advice while employed by Westpac Financial Consultants. The regulator found that Bishop implemented an advice strategy that did not tailor advice to clients' personal and financial ...