Search ResultsShowing 1 - 10 of 58 results for "Milliman"
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 ...
Ignition lifts off in Ireland
HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... over the course of the next 12 months via multiple roll-outs. In June, Ignition Wealth entered a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions.
CFS strikes strategic distribution deal
JAMIE WILLIAMSON  |  TUESDAY, 23 OCT 2018
... in the Australian market," he said. CFS already has similar partnerships with the likes of Acadian Asset Management, Milliman and former US vice-president Al Gore's Generation Investment Management.
Big-spending retirees live in Melbourne: Research
KARREN VERGARA  |  TUESDAY, 18 SEP 2018
Melbourne's surrounding suburbs are home to Australia's highest spending retirees, Milliman analysis shows. Retirees living in the wealthy enclaves of Armadale, Prahran, Windsor, South Yarra East and Toorak or Stonnington West spend $56,711 per year ...
Wealth fintech strengthens leadership
HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... provide the very best customer experience to their clients," Thom said. Last month the firm struck a partnership with Milliman, a leading actuarial platform. The relationship is set to see the two firms combine to build advice solutions, with artificial ...
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