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Showing 1 - 10 of 1357 results for "Advisors"

Industry leaders and rising stars named at MAX Awards

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... investments. For those working in distribution, the leader of the year was taken out by Anthony Mardini from Dimensional Fund Advisors. Mardini has been with Dimensional for more than 15 years, having joined in 2011, and is currently head of financial ...

Financial services investment leaders celebrated

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... its MLC Wholesale Horizon 1 Bond Portfolio, MLC MultiActive Balanced and MLC MultiActive Growth funds. Dimensional Fund Advisors was honoured for the Dimensional Australian Sustainability Trust and the Dimensional Global Sustainability Trust (Unhedged ...

Former Brite Advisors responsible manager banned

VINNY VUCAGO  |  WEDNESDAY, 10 JUN 2026
The Australian Securities and Investments Commission (ASIC) has permanently banned former Brite Advisors responsible manager Gerard Duffy from providing financial services after determining it had reason to believe he was not a fit and proper person. ...

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... would support continued spending across infrastructure, technology, investment capabilities and operational support for advisors operating within the Infocus network. Adrian Whittingham, founder and managing partner of Scarcity Partners, said the transaction ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... planning style features including the ability to record expressions of wishes and share information with family members or advisors. HeirWealth founder Ray Tubman said MPC Markets played a key role in shaping the products development as an early adopter ...

Future Fund makes two new appointments

ELIZA BAVIN  |  MONDAY, 18 MAY 2026
... and provision of institutional investment advice. She has extensive experience in various leadership roles at Frontier Advisors. Tindall has worked for over 35 years in the investment and real estate industries. He has extensive global experience in ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... changes recently. In March it announced it was ending its long-standing relationship with PATRIZIA, appointing Frontier Advisors as its new asset consultant, effective June 1. This follows a reduction in administration fees and costs, along with the ...

Five promoted at Frontier Advisors

JAMIE WILLIAMSON  |  THURSDAY, 9 APR 2026
Five consultants at Frontier Advisors have been recognised in its mid-year promotions. Head of investment governance Sarah Cornelius has been promoted to principal consultant. She has over 15 years' experience at Frontier, having joined in 2010 as an ...

VFMC names head of portfolio strategy

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... VFMC's investment performance," Low said in a LinkedIn post. Prior to joining VFMC, KC had a 12-year career at Frontier Advisors, where he most recently held the position of principal consultant in the capital markets and asset allocation team. His ...

Prime Super tweaks fees across offerings

RIDDHIMA TALWANI  |  TUESDAY, 7 APR 2026
... members from May 1. The Income Focused option will close for accumulation members from May 16. It also announced Frontier Advisors as its new asset consultant as of June 1, replacing PATRIZIA, which had partnered with the fund for more than a decade. ...
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