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Showing 21 - 30 of 420 results for "Consultancy"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... running a business." Graham will work as a financial adviser at Kearney and brought across long-standing clients to the consultancy group. Paul Kearney, the founder and chief executive of Kearney Group, said: "Anne and I have known each other and collaborated ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... firm to provide managed account consulting services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including model management. The announcement follows the recent mandate ...

CFMEU fallout stokes governance debate

ANDREW MCKEAN  |  MONDAY, 12 AUG 2024
... as to perceive the current model as archaic. More sympathetically, John Myers, the founder of boutique management consultancy firm perple - people performance, says that understanding the needs and wants of a fund's membership is crucial to acting ...

Zenith head of research calls time

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
Zenith Investment Partners general manager and head of research Bronwen Moncrieff has left the investment consultancy after 13 years. Moncrieff said she is going to take a break to recharge before contemplating her next chapter. "For the moment, it's ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... advice. Gervasoni added that "we believe the proposed education solution can be incorporated into our broader range of consultancy and service offerings to superannuation funds." The Delivering Better Financial Outcomes (DBFO) reforms propose creating ...

Prime Financial Group adds to c-suite with new role

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
... joining Prime, Lake was senior principal consultant at IDEE Group; a boutique management and project management office consultancy. He has also held roles of strategy implementation lead, director, associate director and manager at KPMG. Slingsby will ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
Genium Investment Partners won a mandate to provide investment consultancy services to a family-owned wealth advisory firm. Located in Manly, New South Wales, Peer Wealth offers financial and insurance advice, accounting, and mortgage broking services. ...

ASX advances CHESS replacement project

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
... delivery phase. This follows a decision to proceed with a product-based solution developed by global technology firm Tata Consultancy Services. ASX chief information officer Tim Whiteley said CHESS's replacement has understandably been a focus for its ...

Charles River appoints new head of APAC

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... leadership positions in sales, consulting, and engineering. Prior to his time at FactSet, Bhat spent a decade at Tata Consultancy Services. "I'm very pleased to welcome Vin to the Charles River and Alpha platform organisation," CRD chief executive Spiros ...

T. Rowe Price appoints local operations chief

ELIZABETH FRY  |  FRIDAY, 19 APR 2024
... chief of staff and global head of business management in London. He departed the ratings agency to set up his own consultancy business specialising in operational and digital transformation. Chamberlain earlier worked as a senior consultant and software ...