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Showing 101 - 110 of 659 results for "Asset consultant"

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
... the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers, chief executives ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ...

Spirit Super appoints deputy chief investment officer

ELIZABETH FRY, JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
... good window into how different super funds work." Touching on what he's most proud of from his time at the asset consultant, he said: "Some of the things that we have been working on at Frontier is to build up the quantitative capabilities in the ...

PGIM hires new Australia, NZ head for IRG

CHLOE WALKER  |  MONDAY, 6 MAR 2023
Murray Brewer has been appointed head of PGIM's institutional relationship group for Australia and New Zealand. Based in Sydney and reporting to head of IRG Asia Pacific (ex-Japan) Philip Hsin, Brewer will be responsible for leading the firm's growth ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... from clients but potentially from regulators," the report read. Many advisers are partnering with independent asset consultant or fund managers to help scale their advice delivery, manage business risk, and ensure their clients' expectations are ...

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
... resulting in a 7.6% of overall FUM. As reported by Financial Standard, the management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia following its acquisition of MLC. Commenting on the quarter ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
The management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia Financial following its acquisition of MLC. JANA and Insignia have entered into a binding share sale agreement for the former's ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
Prime Super has appointed two non-executive board directors, effective 1 January 2023. Prime Super added former Club Plus Super chief investment officer Gemma Dooley and Edgehaven managing director Bev Durston. Dooley has more than 30 years' experience ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
Warakirri Asset Management has recruited one of JANA's top investment professionals to run its multi boutique platform. Following a 23-year career with JANA Investment Advisers, Steven Carew joins the firm as it continues to grow its funds management ...