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Showing 901 - 910 of 2811 results for "Advisory"

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
... our investment process, ETF selections, and portfolio recommendations," the firm said. Marcus Invest charges an annual advisory fee based on the average daily value of assets, deducted at the end of each quarter. The fee covers the cost of asset allocation ...

Aon, WTW merger will reduce competition: ACCC

ELIZA BAVIN  |  FRIDAY, 19 FEB 2021
... Aon and WTW are two of the three largest providers of commercial risk, reinsurance and employee benefits broking and advisory services globally, including in Australia. The ACCC is concerned the proposed merger will significantly lessen competition in ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of wealth advisory practice Mark Ryan explained reflecting on the lessons of the Royal Commission brings forth ideas for the future of advice ...

Westpac prioritises risk management

KARREN VERGARA  |  WEDNESDAY, 17 FEB 2021
... of several units are progressing. This included the sale of Westpac General Insurance, Westpac Pacific and NZ Wealth advisory; returning 300 out of 1000 offshore jobs to Australia and ending its relationship with IOOF.

Australia sweeps pension market rankings

KARREN VERGARA  |  TUESDAY, 16 FEB 2021
... (US$3.1tn), Australia (US$2.3tn), the Netherlands (US$1.9tn) and Switzerland (US$1.2tn). Willis Towers Watson head of strategic advisory for investments Jessica Melville said Australia's performance, whereby assets rose to 175% of GDP (up from 151% ...

Class makes acquisition, profit up

ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
... Trust is used by 175 accounting businesses and manages more than 2700 trusts. Class also noted that integrated financial advisory firm Findex has signed up to the NowInfinity Documentation Suite for its national accounting network.

Deutsche Bank appoints local head

KANIKA SOOD  |  FRIDAY, 12 FEB 2021
... considerable opportunity present in the Australian financial sector," said Deutsche Bank head of investment banking coverage and advisory for Australia Hugh Macdonald. "After a strong finish to 2020 and with an exciting pipeline in place for the year ...

BlackRock appoints APAC lead

JAMIE WILLIAMSON  |  WEDNESDAY, 10 FEB 2021
BlackRock has named a new chair and head of Asia Pacific, as Geraldine Buckingham moves into an advisory role. Currently head of Europe, the Middle East and Africa, Rachel Lord will take over from Buckingham in May of this year. Buckingham, who has ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
... financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul Bryant. "I am thrilled to be establishing an office in Canberra with the calibre and quality ...

Nuveen bolsters APAC team

ANNABELLE DICKSON  |  FRIDAY, 5 FEB 2021
... has also made strengthened its distribution team with the appointment of Denise Ying as vice president, international advisory services to support institutional clients in the Greater China region. Betty Zhang and Mia Yang have also joined assistant ...