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Showing 131 - 140 of 1181 results for %22Advisors%22

SSGA creates regional ESG role

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
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 ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
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. ...

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
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 ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... 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 ...

Janus Henderson appoints head of distribution for Asia

ELIZABETH MCARTHUR  |  TUESDAY, 30 NOV 2021
... 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 ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... 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 ...

Link updates on bid offers

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... 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 ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate advisors Tiger & Bear Partners also participated in the raise. The funding will enable the business to continue to ramp up its technology ...

Sunsuper moves $20bn mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... has decided where to move its $20 billion passive investing mandate, replacing Vanguard Australia. State Street Global Advisors (SSGA) has been appointed passive investment manager for the $90 billion fund. It comes after Vanguard announced it would ...

Fiducian acquires $1.1bn advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 3 NOV 2021
... staff and contracts will transition to Fiducian in the coming months. PCCU was advised exclusively by Berkshire Global Advisors, led by its APAC partner Nelson Lam.