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Showing 611 - 620 of 2080 results for "Consulting"

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... of AMP's advice business, Alex Wade told Financial Standard AMP had done all that was legally required of it in consulting with the AMP Financial Planning Association on the changes - a claim the AMPFPA was quick to shoot down. 8. Government extends ...

Zenith acquired by private equity firm

ALLY SELBY  |  WEDNESDAY, 18 DEC 2019
... research house. "Davis' role remains substantially unchanged as he will continue to work directly with Zenith's investment consulting clients and lead the development of Zenith's investment solutions, tools and reporting for clients," Zenith said. Meantime ...

Pendal appoints new licensee distribution lead

ELIZABETH MCARTHUR  |  TUESDAY, 17 DEC 2019
... seven years having worked as a key account manager for most of her time with the investment manager. Rutter has been consulting for the past few months and was previously head of business development at Sargon. Prior to that, he spent several years in ...

Dealer group launches transition support service

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... also facilitate new AFSL applications for businesses looking to transition to their own license. Former Dynamic Asset Consulting national sales manager Jill Tunkin will lead the service, having been appointed national practice consultant. Tunkin's career ...

AMP welcomes former PwC partner

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2019
... professional services industry for over 35 years. Chowdry is currently partner and national leader of Minter Ellison Consulting's financial services, risk and regulatory practice in Australia. Prior to that he was a partner at PwC's financial services ...

Frontier veteran joins Perpetual

ALLY SELBY  |  MONDAY, 9 DEC 2019
... Trafford-Walker," he said. During her 25-year tenure at Frontier Advisors, Trafford-Walker worked in institutional investment consulting, eventually leading the business as managing director for 11 years, until she became the director of consulting in ...

Former CBA exec takes over at Optus

ALLY SELBY  |  FRIDAY, 6 DEC 2019
... unique blend of technology, commercial and management expertise from a career spanning financial services, management consulting and the Silicon Valley tech sector to Optus. She will build on the success of Optus that has flourished under Allen's dynamic ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... weeks until the FASEA Code of Ethics comes into action, Glenfield is expected to provide an update. FASEA is currently consulting on the Code of Ethics guidance, which was released in October. Earlier this week, ASIC announced it will not be monitoring ...

ASIC outlines Code of Ethics expectations

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... guidance about the interpretation of the code in October this year after its release in February. "FASEA is currently consulting about the guidance. The new single disciplinary body will displace the role of compliance schemes in monitoring and enforcing ...

How personality tests add value in advice

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
... to sum up who we are those qualities that are actually our weakest suit." Sarah Penn, chief executive of Mayflower Consulting, said she can see why some clients might be interested in this unconventional approach but notes that it's not for everyone. ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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