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Showing 1171 - 1180 of 2812 results for "Advisory"

Frontier veteran to depart

KANIKA SOOD  |  TUESDAY, 1 OCT 2019
... have moved through and remain at Frontier." Trafford-Walker joined Industry Fund Services in 1994 when it launched an advisory business. Three years later she moved into managing the business. When Frontier separated from IFS, Trafford-Walker was appointed ...

Evidence of "pay to play" in US pension consulting

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
Top staff at investment advisory firms may have used political contributions to win mandates from public pension funds in the United States until 2011, a new research paper found. Pay to Play in Investment Management, a paper published by William Beggs ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... technology is already doing a lot of work humans used to do in the advice industry. "Those currently operating financial advisory businesses must be aware that bots are becoming more and more efficient and more and more accurate," Steller said. He used ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
Morgans has acquired CommSec Advisory for an undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both ...

IFM Investors boss to retire

KANIKA SOOD  |  THURSDAY, 19 SEP 2019
... "I look forward to my next era as a non-executive and to contributing to a small range of organisations in board and advisory roles,"Himbury said. When Himbury joined IFM Investors, it managed about $24 billion for 52 clients. In the decade since, it ...

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... has taken low-fee robo-advice to another level though, charging a US$300 for enrolment and then a flat US$30 a month advisory fee for Schwab Intelligent Portfolios. In Australia, robo-advice provider Six Park charges between 0.30% and 0.50% depending ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
CommSec is being coy about rumours Ord Minnett is poised to purchase its advisory unit. The Australian Financial Review reported yesterday that stockbroking firm Ord Minnett is planning to purchase CommSec Advisory. It reported Ord Minnett was asked ...

ASIC super specialist jumps to law firm

KANIKA SOOD  |  TUESDAY, 10 SEP 2019
... and Investment Commission. She was also a member of the Comprehensive Income Products for Retirement (CIPR) Framework Advisory Group which was formed to advise the Treasury on legislation framework for the new retirement income products. Most of her ...

APRA hires from AustralianSuper

HARRISON WORLEY  |  MONDAY, 9 SEP 2019
... investment risk Craig Roodt left the regulator in December last year to head up Deloitte's investment and wealth advisory arm. His departure from AustralianSuper is less than a fortnight after the fund hired former Victorian Funds Management Corporation ...

Industry super fund headcounts to swell

JAMIE WILLIAMSON  |  FRIDAY, 6 SEP 2019
... "There remains a viable talent pool of infrastructure professionals ready to transition from the big four infrastructure advisory teams," McGilton said. "Well-developed fixed income/credit skills remain harder to find although institutional banking professionals ...