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| | | ... infrastructure, and was then promoted to head of private markets. She previously worked at AustralianSuper, Avoca Capital Advisors, and Hastings Funds Management, and also served as a senior associate at Herbert Smith Freehills. She was promoted to deputy ... |
| | | | ... strengthen the education standard for new entrants to the financial advice profession. At the Stockbrokers and Investment Advisors (SIAA) conference, Abood said the FAAA's goal is to broaden the pool of candidates without lowering standards. It's crucial ... |
| | | | Frontier Advisors has announced four new appointments, hiring from Aviva, Zenith, Cooper Investments and Motley Fool. Firstly, Daniel Manser will join Frontier's client consulting team, working with investors across all client segments. Manser joins ... |
| | | | ... investment governance could increase portfolio costs by 1% or more annually, according to a joint report by KPMG and Frontier Advisors. The report, which surveyed 22 asset owners in the local investment industry representing $800 billion in total assets ... |
| | | | Oak Hill Advisors executive Signe Brandt has left the T Rowe Price-owned subsidiary to join the rival alternative asset investor. Brandt worked at the $63 billion credit-focused Oak Hill for 13 years, building up its Australian presence. Global Alternative ... |
| | | | ... letter to shareholders, J.P. Morgan chief executive Jamie Dimon expressed concern about the "undue influence" of proxy advisors, particularly ISS and Glass Lewis. Dimon said asset managers and institutional investors should base their voting decisions ... |
| | | | Frontier Advisors has promoted four staffers - a principal consultant, a senior equities consultant and two quants from the capital markets team. In the asset consultant's latest round of promotions, Claire Casucci has been elevated to principal ... |
| | | | ... under management (FUM) in managed accounts have surged 146% in five years to exceed $194.85 billion. State Street Global Advisors' vice president and ETF model portfolio strategist Sinead Schaffer said the strong adoption of managed accounts reflected ... |
| | | | ... approach to cross-border multi-generational wealth creation and preservation. "We can also offer these services to other advisors who want to provide international access or offer cross border services to their clients with business interests in the ... |
| | | | ... legal, accounting, or advisory services to entities engaged in financial services. Jaidka runs an accountancy firm, K2 Advisors, dedicated to vocational training providers. He also offered guidance on self-managed superannuation funds for real estate ... |
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