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Showing 131 - 140 of 397 results for "Investment adviser"

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... and Spork appointed as non-executive directors. Clime also announced last month it had appointed Mercer as an investment adviser to support its managed account portfolios.

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
Clime Investment Management appointed Mercer as an investment adviser to support its managed account portfolios. Mercer will be supporting Clime with strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... lasts for generations to come". Other than Superhero, Sanlam's affiliates include Stockspot (online ETF investment adviser), Stake (trading platform allowing Australians and Kiwis to trade US stocks) and Maqro Capital, a stockmarket research and ...

Former investment adviser charged with $85m fraud

ELIZA BAVIN  |  MONDAY, 20 JUL 2020
The US Securities and Exchange Commission have charged a former registered investment adviser with fraud for his alleged role in a US$60 million Ponzi-like scheme. The SEC alleges that David Hu, the co-founder and chief investment officer of International ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment ...

FASEA extension passes

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUN 2020
The extension to the FASEA education requirements has passed. The Assistant Minister for Superannuation, Financial Services and Financial Technology Senator Jane Hume tweeted that her promise of an extension for financial advisers had been kept. Advisers ...

New role for AMP Capital ESG head

ELIZABETH MCARTHUR  |  FRIDAY, 5 JUN 2020
... sustainable funds and an ESG investment research analyst. He is still consulting with AMP Capital as a sustainable investment adviser, after having departed the lead ESG role at the end of 2019. Woods was also a founder of the Australia/New Zealand Investor ...

US regulator settles with Ares

KANIKA SOOD  |  WEDNESDAY, 27 MAY 2020
Ares Management LLC, which has a joint venture with Challenger's Fidante Partners in Australia via a related company, has paid US$1 million to settle charges alleging it traded in a portfolio company based on non-public information while an employee ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
... and on any time frame that allows. To find this alpha during the COVID-19 crisis, Shaw and Partners senior investment adviser Adam Dawes recommends buying quality companies with good balance sheets. "Buy quality when the market is down and don't ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
... advisers shift towards wealth coaching. "Over the last few years, the role of financial planners has shifted from 'investment adviser' to 'wealth coach'. Managed accounts are attractive because they allow planners to focus on their clients' best interests ...