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Showing 451 - 460 of 796 results for "Investment Solutions"

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... graduates will be designated as an Aged & Disability Care Specialist Adviser and can offer long-term advice and investment solutions as part of their ongoing client services. Mentor Education and Aged Care Specialists are adamant this advice solution ...

Powerwrap adds top industry names

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... 2017, having joined in 2013. Assuming the role of chief operating officer, former Morgan Stanley head of investment solutions James Edmonds has also joined the platform. He has previously held roles with AllianceBernstein and State Street. Powerwrap ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... advice industry, including the development and implementation of goals based advice tools and frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research on the behavior of retirees," he said. Matterson recently ...

Former Macquarie head of research joins Fidelity

ALEX BURKE  |  MONDAY, 12 MAR 2018
... Before that, he was a senior investment consultant at Russell Investments, head of institutional business at Investment Solutions, a project manager at J.P. Morgan and an investment consultant at Mercer. He has also held roles at Aon, Equitable Life ...

Acadian appoints investments head from SSGA

ALEX BURKE  |  FRIDAY, 9 MAR 2018
... existing process and to the over-90 Acadian investment team globally, to enable us to continue to enhance the investment solutions that we provide our clients."

Future Fund reshuffles investment team

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... the newly created position of chief technology officer. It calls for a candidate with expertise in IT and investment solutions. The existing IT team will continue to work closely with the investment team to develop bespoke investment technology solutions ...

Legg Mason affiliate divests tobacco, cluster bombs

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... Australia managing director Andy Sowerby said the move "shows our commitment towards delivering client focused investment solutions." "Investors in the Legg Mason Western Asset Global Bond Fund and the market-leading Legg Mason Western Asset Australian ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a number of strategic investments, including the purchase ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... network," he said. The service was developed in collaboration with advisers, with portfolios curated by Lonsec Investment Solutions. MPS will be used by a number of IOOF's licensees, totaling about 250 financial advisers.

CFSGAM cuts long-standing investment capabilities

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
... acquired over the past 20 years across various sectors and jurisdictions - Multi-Asset Solutions - Bespoke investment solutions based on strategic asset allocation and dynamic asset allocations methodologies The spokesperson added: "CFSGAM is committed ...