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Showing 101 - 110 of 1357 results for "Advisors"

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... investment philosophy is much the same as it was when he worked on the account in the early 2000s as a consultant at Frontier Advisors. Gavin said it's a focus on a balanced portfolio with about a third in private markets - infrastructure, property ...

RBA flags concerns over 'geopolitical uncertainties'

ELIZA BAVIN  |  WEDNESDAY, 2 APR 2025
... have become increasingly attentive to the evolving risks from recent global policy developments." State Street Global Advisors APAC economist Krishna Bhimavarapu said despite the oncoming US tariffs, Australia is well-positioned to deal with global uncertainty. ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... said the addition is in response to the growing demand from new and existing advisers. According to State Street Global Advisors and Investment Trends, close to 60% of advisers are using managed accounts, with the sector currently sitting at about $232.77 ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... raised over $5 billion in assets under management and built a strong network with private wealth managers, financial advisors, and family offices. Consequently, his appointment is a key step in EQT's broader strategy to enhance its private wealth presence ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the team. He will be supported by the Australian and global investment team as we ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
JANA Investment Advisors has welcomed a new senior investment consultant to bolster its wealth business. The consultant said David Wilson's appointment reflects the increasing demand for sophisticated investment solutions in the wealth sector. As ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Frontier Advisors has promoted three of its team and added an analyst to its growing research pool. Cathryn Goh and Uday Bachan have been elevated to the role of consultant from their prior positions of associate. Bachan, who started at the firm four ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... the reduction in advisor numbers has created a need for new strategies to reach customers, complementing the service advisors provide. Further, he noted the shift in customer buying patterns and technology advancements indicate growth opportunities in ...

Aussie ETF market tipped to hit $300bn in 2025

MATTHEW WAI  |  THURSDAY, 6 MAR 2025
... portfolio. "ETF investors tend to be younger. However, we are also seeing more sophisticated investors and financial advisors also reap the benefits of ETFs," Ibrahim said. "A growing proportion of high-net-worth individuals are allocating to ETFs via ...