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Showing 81 - 90 of 139 results for "Rebecca"

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
Mercer has made a senior appointment that will help grow its investment consulting business. Rebecca Jacques joins as a senior investment consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in recognition of her refreshing approach to advice. Pritchard said the award vindicates the hard work and ...

FinTech Australia hunts new chief executive

HARRISON WORLEY  |  TUESDAY, 25 SEP 2018
... departure leaves the industry body without a chief executive for the time being, with head of community and partnership Rebecca Schot-Guppy leading the delivery of FinTech Australia's key events while the board searches for a permanent replacement. A ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Finance Your Future's Rachael Bursell, Altitude Financial Management's Jacinta Martin and Wealth Enhancer's Rebecca Pritchard nominated. Appearing as finalists in 2017, Rising Tide Financial Services' Sam Jewell and Announcer's Andrew ...

Efficiency and transparency drive client satisfaction during life claims: Beddoes

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... firm ClearView achieved the highest overall client satisfaction across all claims categories. Beddoes Institute director Rebecca Sheils said ClearView performed strongly in areas that matter to new claims customers. "ClearView's results show that the ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... that do exist have been designed by institutions to deliver their version of goals-based advice," AGBA general manager, Rebecca Jacques said. The association believes that falling costs associated with developing new technologies is making it easier ...

WisdomTree expands to Asia Pacific

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... said. Premia Partners' latest collaboration adds to two partnerships announced last year. Premia Partners managing partner Rebecca Chua said: "Last October in collaboration with [Chinese Securities Index] and Caixin Rayliant, we launched the first multi-factor ...

Money managers eye household debt

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... ECONOMISTS FORUM However, the doom and gloom may translate to an opportunity for some, says Wealth Enhancers' financial adviser Rebecca Pritchard. "A lot of our clients are very excited for a crash, and are ready and waiting to jump in. Others, who already ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... offering digital and face-to-face services to clients. The Association of Real Return Investment Advisers general manager Rebecca Jacques recently highlighted concerns robo-advice is mis-selling products and not delivering the best outcomes for clients. ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... actually providing advice let alone the right advice, says the Association of Real Return Investment Advisers general manager Rebecca Jacques. "If you actually look at what robo is doing, it's a very good way of selling passive index funds at a low cost," ...