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Showing 171 - 180 of 395 results for "Investment adviser"

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
The financial services regulator in the United States is broadening the scope of the proposed fiduciary duty to combat conflicted investment advice and mitigate confusion around the differing standards to which different industry professionals are held. ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... as portfolio manager to the fund. The newly-formed DigitalX Funds Management business will act as the fund's investment adviser and parent-company DigitalX will hold a 73% interest, putting in $750,000 in seed capital drawn from its existing Bitcoin ...

Industry fund names investment operations boss

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
A $43 billion industry fund appointed a new chief operating officer of investments, reflecting its goal to significantly boost its assets under management. Cbus promoted its general manager of investment operations, Joe Youssef, to the newly-created ...

Pengana recruits former AFL player

ALEX BURKE  |  WEDNESDAY, 28 MAR 2018
... Australia and Tasmania. McCauley is coming over from Equity and Super Private Asset Management, where he was an investment adviser. He was previously an associate adviser at Pitcher Partners and, before that, a professional AFL player with Hawthorn Football ...

Good Super partners for Dump Trump investment option

ALEX BURKE  |  TUESDAY, 6 MAR 2018
Good Super is partnering with a US-based investment adviser to launch a suite of new investment options for members, including "Dump Trump" and "Boycott Adani." OpenInvest will provide advisory services for the new options, which Good Super said will ...

Industry fund boosts property team

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
The co-head of property at JANA Investment Advisers has taken on a leadership role at a $43 billion industry superannuation fund. Rhonda Spagnol is now head of property at Cbus, responsible for strategy development and oversight of the property sector. ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A $30 billion public sector fund manager appointed JANA Investment Advisers as its new asset consultant in 2018, replacing Willis Towers Watson. Following a strategic review and comprehensive tender process in the second half of 2017, Funds SA selected ...

Frontier Advisors strategy and people director departs after 20 years

ALEX BURKE  |  FRIDAY, 8 DEC 2017
The director of strategy and people at Frontier Advisors is stepping down after more than 20 years with the firm. Kerrie Williams joined Industry Fund Services before becoming a senior consultant at Frontier in 2000. She then became head of practice ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Financial advisers are divided when it comes to combining human advice with robo solutions. About 43% of advisers want to embed digital or robo solutions together with face-to-face advice, while an equal number completely shun this idea. Only 13% of ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Fears that robo-advice is mis-selling products and not delivering the best outcomes for clients continues to raise concerns across the financial advice industry. While the technology behind robo-advice is making it cheaper to invest, it doesn't mean ...