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Showing 441 - 450 of 925 results for "Consultants"

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... separately managed accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. ...

Super trustees must be vigilant about managers: Deloitte

ALEX BURKE  |  THURSDAY, 15 JAN 2015
Superannuation trustees need to actively prioritise implemented asset consultants that add value, according to new research by Deloitte Actuaries & Consultants. Deloitte surveyed six major consultants over the five years to 30 June 2014, using the Vanguard ...

Elixir Consulting partners with Evolve Leadership

STAFF WRITER  |  WEDNESDAY, 26 NOV 2014
... conversation, and then select the right skills and personnel that each business needs," which from now on will include consultants at Evolve Leadership. "They will assist in business strategy for practices who want to take the business to the next level ...

Asset consultants urged to get savvy on carbon risk

JAMES FERNYHOUGH  |  TUESDAY, 11 NOV 2014
The investment risks associated with climate change will give asset consultants a major opportunity to differentiate themselves, but as yet very few are taking advantage of this opportunity, according to Impax Asset Management managing director Bruce ...

UBS makes three appointments to wholesale sales team

JAMES FERNYHOUGH  |  MONDAY, 10 NOV 2014
... coincides with strong Q3 inflows across all our asset classes and reflects the increasing confidence from research consultants and advisers in the capabilities of our investment teams."

MetLife partnership extend group insurance to SMEs

MARK SMITH  |  MONDAY, 3 NOV 2014
... more than seven million people and generate almost $600 billion in economic value. However, a recent survey by DBM Consultants found that while 90% of small businesses had public liability and nearly 40% had professional indemnity insurance, fewer than ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 3 NOV 2014
... of insurance in superannuation. We also look at how the trend towards in-housing might be putting pressure on asset consultants to change strategy and profile Lonsec Fiscal Holding's joint chief executive Amanda Gillespie. You can read these articles ...

In-housing creating consultant uncertainty

MARK SMITH  |  MONDAY, 3 NOV 2014
Asset consultants are jostling for position in a bid to combat the in-housing of super fund investment teams, with a variety of strategies emerging. At its recent annual Ideas Exchange in Melbourne, Towers Watson addressed superannuation fund CIOs some ...

Former van Eyk consultants launch new business

JAMES FERNYHOUGH  |  TUESDAY, 21 OCT 2014
Van Eyk's former consulting Jonathan Ramsay, Jonathan Tolub and Fil Andronaco have launched their new Sydney-based business, InvestSense. The business will provide consulting services to advisers, aiming to assist them "to help their clients better ...

PROFILE: UniSuper CEO Kevin O'Sullivan

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... funds, UniSuper. Just over a year on, he catches up with James Fernyhough to talk retirement income, the value of asset consultants, and the future of super in modern awards. Kevin O'Sullivan has lived in Melbourne for the last 24 years, but his accent ...