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Showing 211 - 220 of 397 results for "Investment adviser"

Fintechs to drive Australia's economy

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... marketplace Envato. Fintechs inside the top 10 included OFX (formerly OzForex), Vend, and Invoice2go. Automated investment adviser and fund manager Stockspot was a notable wealth management addition inside the top 50. At the launch Federal Senator Arthur ...

QuietGrowth adds multi-risk portfolios

ALEX BURKE  |  TUESDAY, 12 APR 2016
Robo-advice provider QuietGrowth has introduced multi-risk portfolios, along with a new client-side mobile app. The multi-risk solution allows clients to segment their savings into portfolios with different levels of risk, giving them finer control ...

Industry groups slam SEC plan to limit derivatives

WHITNEY FITZSIMMONS  |  THURSDAY, 31 MAR 2016
... a differently regulated product structure or radically transform their strategy to comply with the changes. Investment Adviser Association president and chief executive Karen Barr said, "This represents a significant change in the SEC's approach to regulating ...

Ignition Wealth appoints investment committee chair

MARK SMITH  |  WEDNESDAY, 9 MAR 2016
Independent automated investment adviser Ignition Wealth has appointed an industry veteran to chair its investment committee. Henry Capra has held senior executive roles at a range of top tier global financial institutions including J.P. Morgan, Blackrock ...

FEATURE: The circle of life

DARREN SNYDER  |  MONDAY, 9 NOV 2015
As the transition to MySuper continues, lifecycle funds are becoming a popular default investment option. Darren Snyder explores this evolving market. Earlier this year a joint paper by AustralianSuper and the Australian Institute of Superannuation ...

Magellan appoints infra head from AMP

ALEX BURKE  |  FRIDAY, 9 OCT 2015
Magellan has appointed a new head of infrastructure relationships. Adrian Amores joins the firm from AMP Capital, where he was head of sales strategies for institutional capabilities across absolute return, private and public markets. Prior to that ...

Australian among most influential investment consultants

DARREN SNYDER  |  MONDAY, 28 SEP 2015
For the second year running Frontier Advisors' director of consulting, Fiona Trafford-Walker, has been named among the world's top five "most influential investment consultants". In the annual list compiled by Chief Investment Officer (CIO) Magazine ...

Victoria firm appoints senior investment adviser

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... firm in Victoria has appointed former CIMB Securities director of institutional sales to the role of senior investment adviser. James Smith will be in charge of leading Providence's office in Melbourne, which opened shortly after the firm reached the ...

NAB appoints Antares GM

ALEX BURKE  |  MONDAY, 7 SEP 2015
NAB Asset Management has appointed a new general manager for Antares Equities. Brendan Donohoe has taken on the role having worked at Antares as head of institutional sales since 2012. Prior to that, he was a divisional director at JANA Investment Advisers. ...

Mercer appoints new sales leader

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
Mercer's recent sales success in its financial services and investments businesses in Australia and New Zealand has led to the creation of a new leadership position. Joining Mercer's Pacific market executive team as sales leader, investments and financial ...