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| | | The US $3.5 trillion asset manager State Street Global Advisors has released its annual proxy letter to portfolio companies, putting ASX-listed companies on notice. The letter advises companies on SSGA's voting priorities and intentions. As expected ... |
| | | | ... financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net worth individuals, endowments ... |
| | | | The head of ETF product in Asia Pacific for State Street Global Advisors has taken a similar role with a European ETF provider. Mandy Chiu has been appointed head of product at Tabula Investment Management. In the new role, she will work closely with ... |
| | | | State Street Global Advisors appointed a sustainable investing specialist from CareSuper to a newly created position. Based in Melbourne, Xinting Jia joins as environmental, social and governance investment strategist for the Asia Pacific region. She ... |
| | | | Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ... |
| | | | State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time. From ... |
| | | | ... key additions to our team are genuinely seasoned professionals, with a deep understanding of the challenges faced by advisors and their practices," Lonsec head of sales and marketing Rob Hardy said. "All were chosen for their in-depth knowledge of the ... |
| | | | ... joins Janus Henderson from abrdn, where he was head of distribution, Asia Pacific. He has also held positions at Westoun Advisors, M&G Investments and started his career at Capital Group. Cain congratulated Hendry on his new position. "We are excited ... |
| | | | ... part in Financial Momentum choosing to rejoin us," he said. Newcastle-based financial advice firm Serendipity Wealth Advisors joined Count Financial in October. Serendipity launched in February 2021 by directors Christine Lusher and Norma Samson. In ... |
| | | | ... members of the syndicate will take over the Irish business for €15m. Elsewhere, Link added that Carlyle Group and its advisors have received full access to a virtual data room, Q&A and access to Link's executive leadership team. Carlyle Group's ... |
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