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Showing 301 - 310 of 1357 results for "Advisors"

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... Even with the exclusion of product providers from this scheme, it's inevitable the spotlight will be on financial advisors for the allocation of fault," Burgess said. Additionally, the association is backing for professional indemnity insurance to ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... providing wealth management to high-net-worth and ultra-high-net-worth investors through trusted relationships with financial advisors, and will enhance our long-term ambition to deliver a scalable, digital-led wealth management solution to affluent ...

SSGA chief executive to retire

JAMIE WILLIAMSON  |  THURSDAY, 20 JAN 2022
State Street Global Advisors is commencing the search for a new president and chief executive after flagging Cyrus Taraporevala's intention to retire this year. Announced overnight, State Street said Taraporevala will stay on until a replacement is ...

State Street on how it will vote

ELIZABETH MCARTHUR  |  MONDAY, 17 JAN 2022
The US $3.5 trillion asset manager State Street Global Advisors has released its annual proxy letter to portfolio companies, putting ASX-listed companies on notice. The letter advises companies on SSGA's voting priorities and intentions. As expected ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net worth individuals, endowments ...

SSGA regional product lead in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
The head of ETF product in Asia Pacific for State Street Global Advisors has taken a similar role with a European ETF provider. Mandy Chiu has been appointed head of product at Tabula Investment Management. In the new role, she will work closely with ...

SSGA creates regional ESG role

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
State Street Global Advisors appointed a sustainable investing specialist from CareSuper to a newly created position. Based in Melbourne, Xinting Jia joins as environmental, social and governance investment strategist for the Asia Pacific region. She ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time. From ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... key additions to our team are genuinely seasoned professionals, with a deep understanding of the challenges faced by advisors and their practices," Lonsec head of sales and marketing Rob Hardy said. "All were chosen for their in-depth knowledge of the ...