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Showing 801 - 810 of 2083 results for "Consulting"

ASIC's interpretation of best interest duty falls short: FSC

ALEX BURKE  |  THURSDAY, 25 JAN 2018
... ASIC considered "file documentation alone" as the deciding factor in whether or not advice was compliant, rather than consulting with individual clients or advisers. "It is the FSC's view that, before drawing definitive conclusions about the appropriateness ...

KPMG names insurance and wealth lead

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
... Thomas as a director of global strategy from KPMG Netherlands. He has more than 15 years' experience in management consulting, specialising in strategy and execution in the insurance sector.

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... roles." As above, Abernethy added Clime is now developing interstate offices "to provide a full range of financial consulting services to our wholesale and sophisticated clients." "This appointment is in line with our commitment to provide diversified ...

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... those who took career breaks, the lack of planning for their superannuation is concerning, with only 10% of respondents consulting a financial adviser prior to their break, and just 21% making voluntary contributions to their super during that time," ...

NSW government insurance arm appoints new chief after incumbent moves to QBE

ALEX BURKE  |  MONDAY, 15 JAN 2018
... Vivek is joining QBE and the executive team." "He brings a wealth of experience across the insurance and management consulting sectors with a track record in large-scale business and cultural transformation. He reflects QBE's passion for building customer ...

Vontobel expands distribution footprint

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
... capabilities, an area where he has more than 20 years' experience. Before joining Vontobel, Faeste ran his own marketing and consulting firm, Faeste Consulting. It engaged the likes of Voya Investment Management, Perennial Investment Partners and Deutsche ...

Perennial investment services boss departs after 11 years

ALEX BURKE  |  THURSDAY, 11 JAN 2018
... Financial Services and director of the strategy and research team at Macquarie. He has also held roles at National Benefits Consulting Group, AM Corporation and Capita Financial Group. Perennial managing director John Murray commented: "I wish to thank ...

Life insurance inflows stable: Research

KARREN VERGARA  |  MONDAY, 8 JAN 2018
... being encouraged to adopt hybrid fee models which potentially include an option of fee-for-service risk advice. Elixir Consulting business coach and advice pricing specialist Sue Viskovic says too often she sees advisers "take for granted the value of ...

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
... MGP chief executive David Heather said. He added that a number of Linear's former executive team have formed a new consulting firm, with Chris Hipkin, Don Worland and Rick Pezzimenti contracting their services back to MGP for a minimum period of 12 months. ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... worked in various executive financial services roles across MLC, NAB and Challenger Group. He was most recently in a consulting role at Challenger after working 12 years at the company, namely as chief executive of distribution marketing and research ...