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Showing 181 - 190 of 1357 results for "Advisors"

Cbus deputy CIO exits

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... 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 ...

Calls for a simplified path to financial advice

ANDREW MCKEAN  |  WEDNESDAY, 15 MAY 2024
... 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 grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
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 ...

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
... 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 ...

Global Alternative Funds names managing director

ELIZABETH FRY  |  MONDAY, 15 APR 2024
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 ...

Proxy advisors have 'undue influence': Jamie Dimon

ANDREW MCKEAN  |  THURSDAY, 11 APR 2024
... 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 promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
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 ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... 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 ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... 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 ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... 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 ...