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Showing 951 - 960 of 2083 results for "Consulting"

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
... funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow the "fast track expansion" of Adviser Intelligence's integrated advice and CRM services, according to the company's ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... privately owned financial services organisations' boards. Anderson currently runs his own capital advisory and management consulting firm and is a specialist in insurance risk assessment of listed securities' offers and IPOs. He was formerly the founder ...

ASIC consulting over managed investment schemes

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
The Australian Securities and Investments Commission is proposing to remake its class order on differential fees for registered managed investment schemes, extending it beyond a 2017 expiration. ASIC said in its view the class order is operating effectively ...

Small-caps can improve investment trade-offs

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
... typical Australian balanced portfolio that includes alternative investments. The paper was co-published by Douglas Funds Consulting, Heuristic Investment Systems and Eaton Vance Management. Co-author and chief executive of Douglas Funds Consulting, Nigel ...

Financial services given hand to protect seniors

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... ageing demographic. The program titled "Lead with impact" consists of workshops, presentations, tailored training and consulting plans to assist businesses and organisations deal with the alarming increase in financial abuse of seniors, an initiative ...

MetLife makes two senior hires

ALEX BURKE  |  MONDAY, 23 MAY 2016
... Brenton Charnley joins Metlife from KPMG Australia, where he held the same role. He has held several other management and consulting roles with KPMG, and was also the founder of BMC Entertainment Studios. Commenting on Charnley's appointment, MetLife ...

Government bonds no longer a safe bet

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... things are poor." Speaking on the need for diversification, panel member Michael Karagianis, head of private investment consulting (NAB) at MLC Investment Management said that advisers must start to speak with clients about having a meaningful allocation ...

Competitive forces driving US pension fees down

MARK SMITH  |  WEDNESDAY, 18 MAY 2016
... employees. Employers are cutting costs in a variety of ways: More than 60% of 144 large companies surveyed by investment-consulting firm Callan Associates Inc. said they were likely to move money into less-expensive share classes of mutual funds on their ...

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
... Australia and overseas. Decimal chief executive officer Nic Pollock said having the support of a respected international consulting firm adds greater exposure to the company's already operational robo enterprise solutions. "A core focus of the new relationship ...

SILC Group appoints new exec director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
... worth clients. Russo joins The SILC Group from Russell Investments where he was director of alternative investment consulting in Australia. He has nearly 30 years' experience in banking, finance and superannuation, having worked across both traditional ...