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Showing 231 - 240 of 395 results for "Investment adviser"

SEC imposes US$4.16bn in penalties

ALEX DUNNIN | WEDNESDAY, 19 NOV 2014

... detailed 52 insider trading actions against financial insiders, attorneys and corporate advisers. Actions against investment adviser groups were also detailed. In addition, the SEC annual report contained details of major jury trial victories that resulted ...

In-housing creating consultant uncertainty

MARK SMITH | MONDAY, 3 NOV 2014

Asset consultants are jostling for position in a bid to combat the in-housing of super fund investment teams, with a variety of strategies emerging. At its recent annual Ideas Exchange in Melbourne, Towers Watson addressed superannuation fund CIOs some ...

Wilson HTM to split funds management, stockbroking arms

LAURA MILLAN | TUESDAY, 28 OCT 2014

... confirmed that it is looking to create a standalone securities business, following the departure of senior investment adviser Michael Tynan last September. The company "is progressing well towards the creation of a standalone securities business, majority ...

Franklin Templeton beefs up fixed income team

MARK SMITH | TUESDAY, 28 OCT 2014

Franklin Templeton has grown the size of its fixed income team as it looks to develop a range of domestic absolute return fixed income products for the Australian market. Jennifer Wee has joined as research analyst, fixed income and will have responsibility ...

Instos too slow to make investment decisions

MARK SMITH | MONDAY, 27 OCT 2014

Institutions are turning increasingly to alternative assets in a bid to boost returns but many are too slow in changing their asset allocation, according to the latest AMP Capital Institutional Investor Report. Almost half (46%) of the global survey ...

Former GESB head of investments joins JANA

JAMES FERNYHOUGH | WEDNESDAY, 8 OCT 2014

National Australia Bank-owned asset consultant JANA Investment Advisers has appointed Bill Dwyer as a senior consultant. Between 2009 and 2014 Dwyer was head of investments at the $18 billion Government Employees Super Board (GESB) in Western Australia. ...

Whitehelm appointed to advise $2 billion Land Account

MARK SMITH | MONDAY, 29 SEP 2014

Global infrastructure investment manager Whitehelm Capital has been appointed as investment adviser for the $2 billion Aboriginal and Torres Strait Islander Land Account. Operating under the Aboriginal and Torres Strait Islander Act 2005, the Land Account ...

SEC adviser exams could cost US$310m

ALEX DUNNIN | MONDAY, 8 SEP 2014

A US study has found that improved investment adviser examination requirements could cost their funds industry US$310 million. Training consultant 'RIA in a Box' released its analysis last week following sentiment that a Bill before Congress to 'user ...

Wilson HTM nixes Shaw deal

ALICE URIBE | MONDAY, 1 SEP 2014

... arrangements." At the same time The Australian Financial Review's Street Talk column has reported that senior investment adviser Michael Tynan has left Wilson HTM. Wilson HTM managing director Sandy Grant was not available for comment this morning.

Movers and shakers

Surprise exit for van Eyk asset consulting team Van Eyk's three person asset consultant team has left the company, the company has confirmed. Head of asset consulting Jonathan Ramsay and asset consultants Fil Andronaco and Jonathan Tolub resigned their ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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