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Showing 41 - 50 of 1845 results for "Consulting"

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... licensee groups, and financial advisers, while delivering a range of services including investment management, implemented consulting, and centralised portfolio management. "We thank Jodie for her enormous contributions over the years and I'm honoured ...

Former AMP Capital executive takes over at Selfwealth

CASSANDRA BALDINI  |  THURSDAY, 19 OCT 2023
... March, Keary resigned as chief executive of Ignition Advice for Asia Pacific, a role he held for two years. Since, amid consulting gigs, he's served as chair of Ensombl. Keary spent over eight years at AMP Capital, including as managing director ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... There is much uncertainty when it comes to retirement savings and how much they will need," the report said. However, consulting professional advice can clarify the amount of wealth required to meet financial legacy goals. "For many older clients, planning ...

Holistic remuneration tool launched to super funds

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2023
A consulting firm led by the former executive manager of growth at Media Super is rolling out a leadership resourcing and remuneration tool for profit-to-member superannuation funds. In July, founding director John Myers, who was most recently on Media ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... has more than 25 years of experience in the financial services industry that spans experience in technical services, consulting, and advisory. He previously worked as a consultant at Aon and manager of superannuation services at KPMG. Ramrakha then spent ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... high-profile appointments to its board. Vanguard Institutional Investor Group (US) managing director John James, FTI Consulting (UK) senior managing director Angus Wilson, and Alyve chief executive of digital transformation Mark Cameron have all joined ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... clients based in Switzerland, EU, and UK. Canion moved to Geneva, Switzerland in 2019 and established his own management consulting firm after selling ipac. The Wealth Designers chief executive Troy MacMillan said he first linked with Canion 20 years ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... backgrounds and skill sets. The country head notes that more people are coming to the distribution side with asset consulting experience or portfolio management experience, bringing technical insights to a client conversation. Watson has not always been ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
... During his time there, he worked in several different roles, including manager research, portfolio construction, client consulting, and more recently, sustainable investment. Unger was also previously a member of Willis Towers Watson's investment ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... Investment Management. The firm had four core businesses: investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van ...