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Showing 261 - 270 of 1357 results for "Advisors"

New SSGA chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Corporation has appointed Yie-Hsin Hung as president and chief executive of its asset management arm, State Street Global Advisors. Hung will join in December and sit on the executive committee, reporting to State Street chair and chief executive Ron ...

Vanguard to liquidate factor ETF

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2022
... factor exposure." "We continue to add new products that have investment merit and meet investors' preferences, change advisors and mandates to improve investor outcomes, and eliminate funds that lack a distinct role in investors' portfolios," ...

Laureola Advisors launches new fund

CHLOE WALKER  |  MONDAY, 26 SEP 2022
The US based advisory firm has launched a new fund, investing exclusively in life settlements, as the business sets in motion plans for growth in Australia. With a minimum investment of US$5 million, the fund targets an 8% net return to investors, is ...

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... around. "The proposed changes to the educational stuff may do two things; it may help to hold on to more quality existing advisors. But it may also be a vehicle to get more new entrants into the profession," he said. "Also, the Quality of Advice Review ...

American Century appoints local distribution heads

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... particular focus on Latin America. Previously, McKibbin was head of ETF Managed Portfolio Solutions State Street Global Advisors. Meanwhile, Michelle Kidd, who has been vice president of American Century's Institutional Advisory Group since 2018, has ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... company's mission to empower more individuals and their families to confidently live their best lives by engaging with their advisors in a unique, leading-edge values-based advice process," Lumiant said. Lumiant co-founder and global chief executive ...

Kate Farrar's top tips when merging

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2022
... same time, funds need to continue with business as usual. It's here that Farrar suggests leaning on some trusted advisors because experience with a merger or acquisition presents a significant development opportunity for staff involved. "The team ...

HESTA awards major global equities mandate

JAMIE WILLIAMSON  |  MONDAY, 15 AUG 2022
... likes of BlackRock, Generation Investment Management, Lazard Asset Management, Martin Currie and State Street Global Advisors in managing global equities mandates for HESTA.

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ...

JPMAM bolsters APAC alternatives distribution

CHLOE WALKER  |  TUESDAY, 26 JUL 2022
... Pacific chief executive Dan Watkins, Leung will work closely alongside the firm's alternatives investment team and client advisors to develop and position alternatives solutions across hedge funds, real assets, private equity, private credit, and liquid ...