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Showing 221 - 230 of 395 results for "Investment adviser"

Mutual Trust makes two senior appointments

STAFF WRITER  |  MONDAY, 15 JUN 2015
Mutual Trust recently expanded its wealth management and taxation advisory teams with two senior appointments. Now leading Mutual's team of investment advisers is Jono Gourlay. He has more than 20 years' experience in advising families, private individuals ...

King to relaunch Sovereign after Mercer restructure

LAURA MILLAN  |  THURSDAY, 14 MAY 2015
Investment adviser and Mercer partner Ray King has left the business and will reestablish the alternatives consultancy firm he founded in 2000, Sovereign Investment Research. King told Financial Standard he departed Mercer following the company's acquisition ...

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... over 20 years of commercial and investment markets experience. He joins Koda following 10 years as a senior investment adviser at Macquarie Bank, where he focused on tailoring investment solutions to the needs of private clients and non-profit investors. ...

Cloud-based research platform launched

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
A cloud-based platform aiming to provide a single space for buy-side firms to manage their research while delivering them content from research providers was launched recently. In a format similar to popular online music platforms, Seed Alpha is reported ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth. The report, which reviewed 45 robo advice offerings ...

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ...

AMP Capital steps into Japanese infra market

LAURA MILLAN  |  TUESDAY, 3 MAR 2015
AMP Capital is set to become an investment adviser to GII, a Japanese company that invests in renewable energy assets. AMP Capital will assist GII to acquire high quality assets as well as provide ongoing advice. GII's first acquisition will be operating ...

Investor sentiment shifting overseas

ALEX DUNNIN  |  WEDNESDAY, 25 FEB 2015
... difference is not sufficient to compensate investors for falls in the Australian currency, said Gerard Minack, an investment adviser who is an external member of the Global Macroeconomic Advisory Committee that advises the Maple-Brown Abbott Global Listed ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
Rainmaker Group, one of Australia's leading diversified financial services and wealth management industry information and publishing groups, has appointed former AMP and AXA head of advice John Dyall. As head of investment research for Rainmaker Information ...

AllianceBernstein hires Australia retail sales manager

STAFF WRITER  |  TUESDAY, 2 DEC 2014
... market connectivity and consultative approach will be of great benefit as we build on our relationships with investment adviser groups and managed funds platforms," AllianceBernstein executive director Ross Kent said. The company's chief executive in ...