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| | | ... to expand to Melbourne. "We wanted to offer investors genuine choice beyond the large institutions. Both clients and advisers deserve something better, something built on experience, trust and a genuinely aligned model." Granite Bay has appointed BlackRock ... |
| | | | ... grow, and Betashares has received "strong growth" in demand for the retirement income solution. "As a result, financial advisers can build scalable practices, while also continuing to provide tailored advice, dependent on their clients' goals and ... |
| | | | ... 'we will vote all proxies,'" he said. "This created a lucrative business opportunity for proxy advisory firms. Proxy advisers scaled their product offerings from limited-scope, non-discretionary research to today's end-to-end proxy voting 'solutions,' ... |
| | | | ... infrastructure, energy and natural resources. He earlier worked in banking, joining National Australia Bank from Dimensional Fund Advisers. As for analyst moves, Yanjun Li has been promoted to senior analyst at Victorian Funds Management Corporation ... |
| | | | Ord Minnett has created a new national practice manager role, appointing Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His ... |
| | | | ... firms to strengthen decision-making, governance and outcomes. Damian's background makes him ideally placed to help advisers navigate that transition." Cilmi spent seven years at Praemium, where he led the investment governance team responsible for ... |
| | | | ... The consortium has provided a "go-shop" period ending on January 23 in which Clearwater and its special committee and advisers can actively solicit and evaluate alternative proposals. Last July, Warburg Pincus co-invested with MA Financial's $1 billion ... |
| | | | ... debt, and real assets. The launch aligns with HNW clients' demand for private asset investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. ... |
| | | | ... regional Victoria and New South Wales. Similarly, it advances the firms' ambitions of providing a platform for other advisers seeking succession and business growth solutions by streamlining their access to AZ NGA's network, she said. "This merger delivers ... |
| | | | There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ... |
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