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Showing 771 - 780 of 2083 results for "Consulting"

OneVue to create digital community via acquisition

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... professional advisers and fund managers at lower cost and with greater transparency," she said. Stoykov will take on a consulting role with OneVue as well as oversee NMPE editorial. NMPE managing director Marcus Field will now head up group marketing ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... Netwealth for more than a decade. "For more than 10 years, Pathway has delivered XPLAN to advice businesses alongside consulting, configuration, training and support. The acquisition of Pathway is a logical move for IRESS following a long relationship ...

Open banking data to become super fund value add: QMV

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... efficiency and member engagement in the superannuation system," he said. QMV is a provider of technology services and consulting for superannuation funds and other financial services organisations.

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... asset value as annual fees and a performance fee. The crypto asset manager reported $10.3 million in net profit from consulting services for the six months ending 31 December 2017. The new fund is not expected to make material changes to DigitalX's balance ...

FASEA consultation could sway retirement outcomes

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... substantially different financial risks and challenges faced in retirement compared to the accumulation phase of super when consulting on its new standards. In a new position paper, Challenger has called for the development of a new retirement income ...

Asset consultant announces senior hire

HARRISON WORLEY  |  FRIDAY, 6 APR 2018
... Management business development director Jennifer Johnstone-Kaiser linked with the firm in January. Frontier director of consulting Kim Bowater said the appointment of Saikaly is designed to ensure the firm can offer the same service, despite recent ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... customisation. A prototype is expected shortly, with the platform to roll out from January 2019. AGBA is also working with XPLAN consulting firm PlanFocus to develop goals-based customisations for XPLAN. The initial version will involve adjustments to ...

Willis Towers Watson hires institutional risk expert

HARRISON WORLEY  |  THURSDAY, 5 APR 2018
Global consulting firm Willis Towers Watson has created a new role in its Sydney office, appointing its first divisional director - financial solutions. Jamie Jeffers has joined WTW as the firm looks to strengthen its financial services capabilities ...

Fortnum lands investment veteran as chairman

KANIKA SOOD  |  THURSDAY, 5 APR 2018
... Wealth and vanEyk, Research - then a leading retail ratings house. He is currently chief executive at Douglas Funds Consulting, a specialist firm offering independent funds research and investment committee advice. In his new role, he will act as an ...

Super fund redesigns insurance offering

HARRISON WORLEY  |  WEDNESDAY, 4 APR 2018
... addresses the needs of its 95,000-strong membership by balancing members' needs with value. The fund engaged Mercer's consulting division to assist with the benefit design and administration of the tender. Tasplan's announcement comes as the life insurance ...