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Showing 201 - 210 of 409 results for "Investment adviser"

RF Capital appoints new retail distribution head

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
RF Capital welcomed the former head of distribution for Australian Unity to its ranks at the beginning of the year. Damen Purcell, who left Australian Unity in December 2016, is the new head of retail distribution at RF Capital, the asset management ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
Robo-advice is now more accessible for accountants via a new program introduced by digital investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... price target warnings. The company was established in 2011 by former Entrust Private Wealth Management senior investment adviser Andrew Chapman, who also chairs the Western Australian advisory group at OzHarvest.

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry. The new RG146 Advice in Real Estate Course has been made available through ...

HESTA investment manager appointed to PRI

EMMA RAPAPORT  |  FRIDAY, 27 JAN 2017
The Principles of Responsible Investment is welcoming its 2017 Fixed Income Advisory Committee with the appointment of HESTA investment manager Simon Benny. The London based committee advises the PRI on the strategy and execution of their fixed income ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

New CEO for Kinetic Super

ALEX BURKE  |  TUESDAY, 13 DEC 2016
Kinetic Super appointed a chief executive following Andrew Barnett's resignation. Barnett, who has departed the super fund due to personal health reasons, became chief executive in May this year. Prior to that, he held multiple roles at NAB and its ...

PIMCO enters private credit joint venture

KERRIE SYDEE  |  FRIDAY, 9 DEC 2016
PIMCO is developing and expanding its private credit platform by entering a joint venture with a US investment adviser. The venture with Solar Capital Partners is the result of a relationship between PIMCO and Solar Capital Partners that was initiated ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Vanguard execs head to US

JAMIE WILLIAMSON  |  WEDNESDAY, 9 NOV 2016
... at the company's US headquarters. Head of distribution Michael Lovett will lead the company's US Registered Investment Adviser distribution channel. Lovett originally joined Vanguard in 2011 as head of intermediary distribution and has acted as head ...