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Showing 111 - 120 of 395 results for "Investment adviser"

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
The Stockbrokers and Financial Advisers Association will now be known by a name that more accurately reflects its membership, the body said. The association has received full member support to change its name to Stockbrokers and Investment Advisers ...

Labor promises to recognise adviser experience

KARREN VERGARA  |  FRIDAY, 10 DEC 2021
Labor promises it will dump educational requirements for financial advisers with over a decade's experience if it comes to power. Shadow minister for financial services Stephen Jones said such advisers with a clean record will not be required to ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
Australia's high-net-worth (HNW) investors have multiplied in size and wealth, controlling $2.77 trillion in investable assets, new research shows. New research commissioned by Praemium and carried out by Investment Trends found the total number of ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
... billion in funds under management. The board chose to create an investment committee with an institutional investment adviser, a mandate which Frontier won after a tender process. TECT general manager Wayne Werder said Frontier was chosen based on cultural ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... invest is led by the firm's partner Kane Baranow, office and communications manager Tom Hamilton and senior investment adviser Michael Turner.

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... Bank for five-and-a-half years. Ord Minnett recently appointed a new state manager for Queensland and senior investment adviser. David Lane joined the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit ...

Fidelity nabs ESG expert from HESTA

ELIZABETH MCARTHUR  |  THURSDAY, 12 AUG 2021
... sustainability practices into our investment process." At HESTA, Jaramillo was most recently senior responsible investment adviser. During her time at the fund, she founded 40:40 Vision, an investor led initiative to drive gender diversity in the C-suite ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Crestone expands Brisbane presence

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
Crestone Wealth Management has hired its sixth investment adviser in the past year in a bid to expand its footprint in Brisbane. John Paul Geribello is the latest to join as an investment adviser this month, taking total staff numbers in Brisbane to ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... working, I would like to wish Ian the very best for the future." Hamilton said the firm has hired a senior investment adviser, due to commence on July 1. The firm advises high-net-worth clients and has about $750 million in funds under advice. It has ...