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Showing 131 - 140 of 1357 results for "Advisors"

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... Westpac and St George. More recently, Wares was the managing director, Australia and New Zealand for the US-based Laureola Advisors until 2023, whereafter he joined Prime Value Asset Management. In the new role, Wares will work with Newmark's senior ...

JANA snags Ignition Advice executive

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
JANA Investment Advisors has appointed a general manager of technology and data to lead its IT and data management strategy. Enda Mahoney, who has been with Ignition Advice for a little over a year as its chief platform and technology officer, has taken ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

Perpetual reveals new leadership structure

JAMIE WILLIAMSON  |  FRIDAY, 8 NOV 2024
... officer is James MacNevin, effective immediately. MacNevin was most recently head of Asia Pacific for State Street Global Advisors (SSGA), a role he held for four years before leaving in July 2022. In all, MacNevin spent close to three decades at SSGA. ...

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
A former Frontier Advisors executive has landed at a rival asset consultant following a career break. After departing Frontier as head of alternatives, Michiel Swaak has joined Evergreen Consultants as a principal consultant. In the new role, he is ...

Interest rates to remain on hold for some time

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
... ascribe a 25% chance to the possibility that the RBA does not cut its cash rate at all in 2025." State Street Global Advisors APAC economist Krishna Bhimavarapu agreed the central bank indicated a move in the cash rate would be some time off. "There ...

Inflation falls within RBA's target range

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2024
... figures, the likelihood of them bringing forward a much-anticipated rate cut remains small." Meantime, State Street Global Advisors APAC economist Krishna Bhimavarapu said the fresh CPI read should hopefully help guide the RBA towards a rate cut. "Trimmed ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
... KKR's innovative solutions to the private wealth market," Crothers said. The private equity firm has worked with wealth advisors for almost 20 years. More recently though, the buyout firm's wealth business has focussed on designing private equity ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... from older clients won't stick with their parents' advisers. "I think we really have to show that we have the ability as advisors to adapt to our client base. The relationship is often there-we've often met with the children, especially when it's a couple. ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... reaching out to more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisors and practices to run the business their way, with the client front and centre of everything they do," Euvrard said.