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Showing 371 - 380 of 474 results for "Associates"

US planners prefer fee model: survey

PRESS RELEASE  |  TUESDAY, 7 JUL 2009
... favouring a fee based remuneration model and appreciating the role of education more, according to a survey. A Cerulli Associates and College for Financial Planning survey, found a shift away from commission based remuneration with more than half of ...

Towers Perrin merges with Watson Wyatt

COMPANY RELEASE  |  MONDAY, 29 JUN 2009
... growth," said Mactas. Towers Perrin has around 6,300 employees in 26 countries and Watson Wyatt has close to 7,700 associates in 34 countries. The company statement said the merger would create more career opportunities. Towers Perrin has offices in ...

Dixon action on Premium gains momentum

MICHAEL HOBBS  |  MONDAY, 29 JUN 2009
... capital on June 17. Dixon is requesting the removal of all existing directors and replacing them with Dixon employees and associates including Dixon himself, Alexander MacLachlan, Christopher Brown and Christopher Duffield. Dixon wants to amend Premium ...

Russell revamps structure

MICHAEL HOBBS  |  MONDAY, 18 MAY 2009
... network people need to have face-to-face relationships," said Corneil. "This is a people business, we need to have our associates talking with people from around the world." This news follows the departure of one of the firm's stalwarts, Andrew Lill ...

Kofoed leaves ESSSuper

COMPANY RELEASE  |  TUESDAY, 12 MAY 2009
... Don for his outstanding efforts at ESSSuper." The board will begin an executive search through Kathleen Townsend & Associates for a new chief executive and plan to have the process concluded by the end of June. In the interim, Michael Dundon (chief financial ...

Mutual funds outperform instos

RUTH LIEW  |  FRIDAY, 24 APR 2009
... institutional counterparts with the former reporting almost 30 per cent less outflows during last year. According Callan Associates, institutional asset losses were "extensive" across 17 traditional equity and fixed income styles measured by the 2008 ...

Stakes rising fast at anti-adviser Parlie inquiry

ALEX DUNNIN  |  WEDNESDAY, 15 APR 2009
... have commissions banned to suit their own ends. They then direct superannuation members to their financial planning associates who only recommend industry funds." Attracting the most attention in the submissions is the role of advisers and requests for ...

Mercer and Callan drop merger plans

COMPANY RELEASES  |  WEDNESDAY, 1 APR 2009
Mercer and Callan Associates have torn up the agreement to merge their investment consulting businesses. In a statement, Callan Associates said both firms agreed to terminate the agreement and would continue to grow their businesses independently. All ...

Malaysia tops shariah funds list

RUTH LIEW  |  THURSDAY, 19 FEB 2009
... way to go in building up assets for each of its 145 funds, according to a new report. November figures from a Cerulli Associates report noted that the number of shariah funds in Malaysia totaled 145, compared with Saudia Arabia's 131. These range from ...

Mercer buys Callan Associates

MICHAEL HOBBS  |  WEDNESDAY, 18 FEB 2009
Mercer strengthens its investment consulting business further after it acquired Callan Associates, one of the largest consulting firms in the US. Based in San Francisco, Callan Associates provides research, education, decision support and advice for ...