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Showing 371 - 380 of 925 results for "Consultants"

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 ...

Evergreen makes senior hires

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
Boutique investment consulting group, Evergreen Consultants, has appointed a director and head of quantitative analysis in response to the growing demand for its services. Bronwyn Skinner has joined Evergreen Consultants as a director. She has extensive ...

Dimensional hires BNP super boss

ALEX BURKE  |  MONDAY, 21 NOV 2016
... and held the same position at Macquarie Bank before that. He has also held roles at Merrill Lynch, Intech Investment Consultants, Deutsche Asset Management and Bankers Trust. Dimensional has been driving the expansion of its Australian business this ...

Super execs: Size is not scale

ALEX BURKE, ALEX DUNNIN  |  FRIDAY, 11 NOV 2016
Size is not the same as having effective economies of scale in superannuation funds, leading management consultants and super executives have told the 2016 Association of Superannuation Funds of Australia annual conference. TRIA Investment Partners' ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... available, according to director Jonathan Kilborn. "We are pleased with the solution we have designed in conjunction with consultants Intama and which Netwealth has been instrumental in developing," Kilborn said. "We have also been actively speaking ...

Foreign instos keen on Aussie real estate

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
... properties respectively. The figures came from the latest Real Capital Analytics data and were presented at Atchison Consultants' 10th Global Real Assets Forum in Sydney. Presenting the data was Perpetual Corporate Trust head of sales and relationship ...

US core property on insto agenda

DARREN SNYDER  |  MONDAY, 7 NOV 2016
... there was equity when making transactions and it's the other way around now." L&B Realty will be speaking at Atchison Consultants' 10th Global Real Assets Forum in Sydney today and Metten said Australian investors are seeking access to US core property ...

New director for NAB super trustee

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... Advisory, chief executive and managing director of Count Financial, and managing partner of Deloitte Actuaries and Consultants. Gale's appointment to the NULIS Nominees board is in addition to his roles as an independent non-executive director of the ...

Milliman and Frontier explore new retirement product

DARREN SNYDER  |  TUESDAY, 1 NOV 2016
Superannuation industry consultants Milliman and Frontier Advisors have considered an alternative to a deferred lifetime annuity that trades off risk management for more flexibility. The "rainy day fund" would set aside funds that are not drawn upon ...

The infrastructure benchmark challenge

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... Management's Infrastructure Investments Group, Serkan Bahceci. Bahceci, who will be presenting at the upcoming Atchison Consultants 10th Global Real Assets Forum, highlighted that, because infrastructure encompasses such a broad range of investments ...