Search Results | Showing 31 - 40 of 86 results for "Milliman" |
| | | ... CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software Innovation Award for their goals-based planning application. Investment Trends chief executive ... |
| | | | ... recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. "The census returns tell us that very few investors became ... |
| | | | Milliman has appointed a director of strategy and solutions in Australia. Amara Haqqani joins the actuarial, retirement and risk management consultancy firm based in Sydney. Haqqani has spent close to two decades in financial services, of which four ... |
| | | | ... Australia within the institutional wealth team. Melbourne-based Armitage was most recently director of investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques, the former general ... |
| | | | An Australian wealth fintech launched a partnership with an international bank to provide millions of people with digital financial advice. Ignition Advice - formerly Ignition Wealth - partnered with the Bank of Ireland to launch Life Advice, a scalable ... |
| | | | ... in the Australian market," he said. CFS already has similar partnerships with the likes of Acadian Asset Management, Milliman and former US vice-president Al Gore's Generation Investment Management. |
| | | | Melbourne's surrounding suburbs are home to Australia's highest spending retirees, Milliman analysis shows. Retirees living in the wealthy enclaves of Armadale, Prahran, Windsor, South Yarra East and Toorak or Stonnington West spend $56,711 per year ... |
| | | | ... provide the very best customer experience to their clients," Thom said. Last month the firm struck a partnership with Milliman, a leading actuarial platform. The relationship is set to see the two firms combine to build advice solutions, with artificial ... |
| | | | Ignition Wealth has struck a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine ... |
| | | | ... retirement progresses than traditionally believed, calling for a change in how retirement products are designed. Research from Milliman shows the median Australian retiree couple's spending at 85 years of age falls by more than a third (36.7%) from their ... |
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