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Showing 141 - 150 of 397 results for "Investment adviser"

Global markets bleed red

ALLY SELBY  |  THURSDAY, 16 APR 2020
... index, which rates builder confidence, tumbled to its lowest level since June 2012. Shaw and Partners senior investment adviser Adam Dawes told Financial Standard reality is starting to set in. "Economic data is starting to show how lockdown is starting ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
In an industry known for its reliance on pen and paper, financial advisers have been quick to pivot their business models in the face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material ...

Market recovery or dead cat bounce?

ALLY SELBY  |  TUESDAY, 31 MAR 2020
... Capital's Howard Marks said recently 'buy when you can access value cheap'." Shaw and Partners senior investment adviser Adam Dawes said we haven't seen the end of the bear market. "Is this just a dead cat bounce? Maybe - only time will ...

Florida fraudster swindles investors out of $60 million

ALLY SELBY  |  WEDNESDAY, 11 MAR 2020
A Florida-based investment adviser scammed at least 30 investors out of $60 million (US$39 million), and put the funds straight into his own pocket. The Securities and Exchange Commission has frozen assets and obtained other emergency relief against ...

New Aussie ETF to invest in FAANGs

KANIKA SOOD  |  FRIDAY, 21 FEB 2020
ETF Securities is set to launch a new exchange traded fund on the ASX that will invest in 10 companies including Facebook, Apple, Amazon and Google which together returned 45% last year. The ETF's will hold 10 stocks in equal weighting, adding names ...

The sick short: Banking big on the coronavirus

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... key reasons that other large companies are likely to also downgrade their targets. Shaw and Partners senior investment adviser Adam Dawes told Financial Standard the market was expecting the downgrade. "The market was expecting this as the supply chain ...

Industry fund looks within for co-chair

HARRISON WORLEY  |  MONDAY, 20 JAN 2020
... Super members will be missed by the board and the trustee office," Watson said. Late last year the fund put investment adviser Orbis Investment Advisory "on watch" due to the firm's 23% holding in XPO Logistics, on the grounds that it was concerned with ...

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
... Private Banking. Later in 2019, Rachel Etherington joined from a Sydney-based family office as a sustainable investment adviser. She is also a non-executive director of Future Super. Jaime Sanqui also joined Crestone's Melbourne office from a previous ...

JANA dragged into Rest legal stoush

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... climate-related scenario analysis and exposure to lower-carbon assets. "Rest also works with our investment managers, investment adviser and the Australian Council of Superannuation Investors to engage with the companies and entities we invest in, and ...

Radio host adviser revealed as alleged fraudster

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
The US Securities and Exchange Commission has charged a radio host and investment adviser with defrauding hundreds of retail clients out of millions. Keith Springer hosted a radio show called Smart Money with Keith Springer, which is how many of his ...