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Search ResultsShowing 1 - 10 of 62 results for "Milliman"
HUB24 net inflows up 72%
ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... signatures for onboarding clients. Other solutions added during the March quarter include 26 new managed portfolios, plus a Milliman SmartShield Portfolio range which provides protection during periods of volatility. Seven new ETFs were also added to ...
Best, worst equities performers in COVID-19 sell-off revealed
ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
... strategies which lagged the strong bull run in 2019, Morningstar said. The best performers in the Australian market have been Milliman Mgd Risk Australian Shr-Class A (-12.82%), BetaShares Managed Risk AUS Shr ETF (-15.86%), Investors Mutual Concentrated ...
HUB24 hires managed portfolios lead
HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
HUB24's new head of managed portfolios has hit the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed ...
Midwinter expands advice software business
ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... with over 20 years' experience in the financial advice market and was previously the director of adviser services for Milliman. In his new role, Whelan will be focused on developing new business opportunities as well as supporting existing clients. Christelle ...
Global manager to build local retail team
KANIKA SOOD  |  TUESDAY, 26 NOV 2019
... alliance partners which includes Baillie Gifford, Affirmative Investment Management, Aspect Capital, Generation, and Milliman." Baillie Gifford has also partnered with Vanguard for its active range of funds in Australia. CFS has since launched a new ...
Colonial First State removes funds
KANIKA SOOD  |  TUESDAY, 30 APR 2019
... investor appetite. The removed funds include Acadian Global Managed Volatility Equity, Franklin Templeton MultiSector Bond, Milliman Managed Risk Australian Share and Global Share and RealIndex Emerging Markets. Stewart Investors Worldwide Sustainability ...
Advisers loyal to XPLAN: Report
KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software Innovation Award for their goals-based planning application. Investment Trends chief executive ...
Investors stick with managed accounts despite volatility
HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... recommendations and market volatility. IMAP chair Toby Potter said the institute's latest data - produced in conjunction with Milliman - shows investors paid little attention to the headwinds. "The census returns tell us that very few investors became ...
Retirement expert joins Milliman
KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
Milliman has appointed a director of strategy and solutions in Australia. Amara Haqqani joins the actuarial, retirement and risk management consultancy firm based in Sydney. Haqqani has spent close to two decades in financial services, of which four ...
Mercer names head of investment consulting
KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... within the institutional wealth team. Melbourne-based Armitage was most recently director of investment services at Milliman for more than five years, focused on risk management and retirement solutions. Rebecca Jacques , the former general manager of ...
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