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Showing 511 - 520 of 2080 results for "Consulting"

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... financial plan, invest, execute trades and generate reports. It also provides access to investment solutions, research and consulting, and a single point of contact to help advisers resolve issues. The platform is integrated with industry technology ...

Link hires from QSuper, NAB

JAMIE WILLIAMSON  |  FRIDAY, 13 NOV 2020
... QSuper where he held the lead growth strategy role for close to four years. Prior to that he was executive director, consulting and strategic partnerships at Commonwealth Bank. In total he has over 20 years' experience in financial services, having ...

Audit inquiry overlooks vertical integration

KARREN VERGARA  |  THURSDAY, 12 NOV 2020
... Services delved into included looking at potential conflicts of interests that arise in providing both auditing and consulting services, as well as how effective auditors are in detecting and reporting fraud and misconduct. The final report recommended ...

MLC Super overhauls fees

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... executive Tim Steele said MLC has conducted a comprehensive review of the pricing structure across the MLC Super Fund after consulting members, employers and advisers in advance of these changes. "As a result of this review we will be implementing a ...

Insight Investment Australia grows team

ELIZABETH MCARTHUR  |  MONDAY, 2 NOV 2020
... years at Principal Global Investors as head of passive currency and chief dealer, before moving on to found Cerca FX Consulting. In between the two positions he spent a year in the role of head of currency overlay at Rochford Capital. Prior to his time ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... asset consultants. Frontier has been cultivating relationships in the region for five years and has yet to score a consulting client.

Magellan's largest client asked to review costs

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... since 2015, despite being "fundamentally a strong business". It is asking for a review of St James Place to engage a consulting firm to review its cost base. Credit Suisse thinks the risk to Magellan's revenue from the review is low. "After reading the ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... dealer groups, model portfolio inclusion and managed accounts. "Rebecca will be actively engaging with senior research, consulting and management personnel within our existing and prospective distributor network. The current trading environment gives ...

Boutique builds out executive team

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... strategy and digital innovation, while Lisa Norton was named head of legal, risk and compliance, joining from Pepa Consulting and JBWere. Rebecca Mete was hired as client services manager in October. The firm is backed by Australian and US private capital ...

ClearView adds to leadership team

JAMIE WILLIAMSON  |  TUESDAY, 27 OCT 2020
... of America's Australian business. She has also previously held roles with MLC Life Insurance. Gooderick has been consulting to ClearView since June of this year. The appointments come as ClearView confirmed the volume and aggregate principal amount ...