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Showing 1471 - 1480 of 4126 results for "Analyst"

Planners ready for Trowbridge

ALEX BURKE  |  MONDAY, 31 AUG 2015
... with financial planners expecting standalone insurance advice to become less profitable," said Investment Trends senior analyst King Loong Choi. "But, as they have proven with FoFA, Australian financial planners are very good at adapting to change, and ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... Wealth North America chief executive Earl Evans, Shaw has appointed two other Macquarie veterans: adviser David Schmidt and analyst Cameron Duncan. Now the firm has appointed former Macquarie executive director Malcolm Cameron, who will join as Victorian ...

Planners continue insurer switches

DARREN SNYDER  |  TUESDAY, 25 AUG 2015
... the past year. Yet on average, planners are now using 3.9 insurers each - up from 3.7 in 2014. Investment Trends senior analyst, King Loong Choi, said a focus on improving underwriting by some insurers over the last year has made it "an essential component ...

William Blair earns Lonsec rating

STAFF WRITER  |  FRIDAY, 21 AUG 2015
... "the manager's history of managing emerging markets portfolios" and also "a quality portfolio management team, motivated analyst research pool, disciplined stable investment process." The research house also highlighted the manager's "track record of ...

JPMAM appoints global market strategist

ALEX BURKE  |  THURSDAY, 20 AUG 2015
... strategy team from JPMAM's London offices, where he was a global market strategist. Prior to JPMAM, he was a senior research analyst at Pension Protection Fund. "Australia is a strategic priority for JPMAM, with significant investment being put into ...

Australian managers most focused on ESG

LAURA MILLAN  |  THURSDAY, 20 AUG 2015
Australian professional investors are the world's most concerned about environmental, social and governance (ESG) issues when it comes to making investment decisions. A global CFA survey of investment professionals found that 78% of CFA Institute members ...

Market to open lower

AAP  |  WEDNESDAY, 5 AUG 2015
The Australian market looks set to open lower after falls on Wall Street following a mixed batch of earnings reports and another big decline by technology giant Apple. At 0815 AEST on Wednesday, the September share price index futures contract was down ...

Fundhost appoints joint CEO

ALEX BURKE  |  TUESDAY, 4 AUG 2015
... was previously head of sales for the fund administrator, a position he took on in 2011. Prior to that, he was principal analyst at Turnstone Applied Research. He was also managing director at Atom Funds Management and Fat Prophets' chief operating officer. ...

Alpha Fund Managers add AB fund to portfolio

DARREN SNYDER  |  TUESDAY, 4 AUG 2015
... buying them when they are attractively valued. According to Klaus Ingemann, AB's portfolio manager and senior research analyst, the key to identifying such companies lies in focusing on cash-based earnings. "Many investors rely on reported accounting ...

Dalton Nicol Reid boosts investment team

ALEX BURKE  |  MONDAY, 3 AUG 2015
... historically outperformed the market," said Dalton Nicol Reid chief investment officer Jamie Nicol. "He is a highly ranked analyst across the more technical sectors of utilities, infrastructure and transport. We look forward to his contribution to strengthen ...