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Showing 211 - 220 of 740 results for "Adam"

Saxo cuts trading costs

KARREN VERGARA  |  TUESDAY, 17 AUG 2021
... base increased by 56% in 2020 and our new client base increased by 114%," Saxo Capital Markets Australia chief executive Adam Smith said. "We've also seen a spike in investors looking to trade international stocks, given that markets like the US have ...

Rating houses recommend Pengana funds

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... based Harding Loevner became manager of the Pengana Harding Loevner International Fund and PIA. Pengana head of distribution Adam Myers said the recommended ratings awarded on the initial review by these highly regarded research houses supports our conviction ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
Perpetual Private has acquired a boutique financial advice firm with over 1000 clients and $915 million of assets. Established in 2015, Jacaranda Financial Planning caters to the high-net-worth market with a team of nine advisers based in Sydney and ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... in," Perera said. He pointed to many advisers suffering mental and health breakdowns as a result of the changes. A study by Adam Fraser and Deakin University this year found that 73% of advisers experienced or are experiencing high levels of burnout ...

Perpetual AUM rises

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Perpetual has recorded a $5 billion increase in total assets under management reaching $98.3 billion in its quarterly update. International assets under management grew 2.8% to $73.6 billion, inclusive of Trillium and Barrow Hanley. It recorded net ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... corporate regulator has banned a Gold Coast-based adviser for five years and cancelled the group's AFS licence over misconduct. Adam Bevan was an authorised representative and sole director of Trade Wind Financial Services. ASIC banned Bevan after he ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... provide incorrect portfolio performance information or have tax implications for investors," Praemium chief technology officer Adam Pointon said. "This functionality allows for errors to be detected at scale and rectified quickly and is already being ...

Tribeca hires chief executive from Citi

ANNABELLE DICKSON  |  WEDNESDAY, 30 JUN 2021
... former head of equities in Australia and New Zealand for Citi as chief executive, as David Aylward moves into a new role. Adam Lavis joined Citi in 2011 as managing director - head of Pan Asian equities trading before moving onto the head of equities ...

Saxo Markets names head of asset management

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
... will be a space in which the firm will look to offer its leading digital services." Saxo Markets Australia chief executive Adam Smith said Prasad's ample experience in wealth management will be an asset for the company and its clients. Also commenting ...

CalPERS adds chief equity officer

JAMIE WILLIAMSON  |  THURSDAY, 24 JUN 2021
The California Public Employees' Retirement System is boosting its ESG capabilities with the appointment of its first chief diversity, equity and inclusion officer. Marlene Timberlake D'Adamo has been appointed to the role effective immediately. ...