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Showing 851 - 860 of 2081 results for "Consulting"

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management and Quilla Consulting, with plans to add further managers in the second half of the year to satisfy adviser demand. "Whilst our recent focus has certainly ...

APRA finalises senior executive lineup

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... worked across a number of senior roles at Westpac, will bring more than 20 years' experience in banking, finance and consulting, having also worked for Barclays Global Investors and Deutsche Bank. APRA chairman Wayne Byres said the appointments mark ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
... Advisors, Plato, Investors Mutual, Invesco and BT Investment Management. Lonsec Research general manager of investment consulting Veronica Klaus said the purpose of Lonsec Retire is to provide a single source of expert analysis on key retirement issues ...

BlackRock snares share of robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... investment. As a result, European financial services providers such as banks, insurance companies, asset managers and consulting firms are increasing the need for technology-oriented investment solutions," Olson said. "Through our stake in Scalable Capital ...

HESTA calls for access to super for family violence victims

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
... that it was important that early access to super only occur where it is the most appropriate financial option. "We are consulting with expert service providers about how best to implement this, as we're advocating money is only provided in the context ...

Fintechs must collaborate, not disrupt: Report

KARREN VERGARA  |  FRIDAY, 16 JUN 2017
... industry, and should instead seek to collaborate with the larger players, a new study shows. The joint report from consulting and technology company Capgemini and the University of Sydney Business School finds while fintechs may provide customer convenience ...

Mercy Super appoints new chief executive

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... Corporate fund Mercy Super has appointed a new chief executive. Wendy Tancred joined Mercy Super in April from Davidson Consulting, where she was also chief executive. Before that, she was Queensland state head of financial planning at BT Financial Group ...

AIA growth strategy spawns appointments

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... qualified actuary with over 18 years' experience in life insurance and has also held roles with Deloitte and Trowbridge Consulting. AIA Australia has also created a chief strategy officer role for Australia and New Zealand, charging Tim Tez with overseeing ...

Long-serving Centrepoint exec resigns

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... an interest in continuing his association with the group and leveraging his extensive knowledge and experience in a consulting role." Walker is also the managing director of Centrepoint subsidiary Ventura Investment Management.

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
ASIC is now consulting with the financial services industry on a new example statement of advice for life insurance. The regulator's latest consultation paper seeks feedback on the new example Statement of Advice (SOA) and related updates to the guidance ...