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Showing 21 - 30 of 927 results for "Consultants"

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... acquisition of consulting firm Encore Advisory Group is one example, and is tipped to be the first of many moves by asset consultants to differentiate their service models as they have scale, the margins, and incentive to support firms in taking the ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... process, portfolio construction and manager selection across asset classes. Earlier in his career, he worked at Atchison Consultants with institutional clients including superannuation funds, charities and endowments. Greg Barter, chair of Allied Wealth's ...

bfinance names new managing director, insurance lead

ELIZA BAVIN  |  THURSDAY, 22 JAN 2026
... several months in an advisory capacity. In this new role, Rastogi will work closely with the senior team and client consultants across all international offices. bfinance said the appointment will strengthen its ability to support insurers in navigating ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
... big super funds to use futures for index exposures, to the extent that they can't do this themselves." Assets consultants also have a lot of sway in how super funds access ETFs. At their behest, some go straight to the provider. Macquarie Asset Management ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... investment committee is chaired by former AMP chief investment officer Debbie Alliston. It is supported by external consultants David Griffith, the head of multi asset strategy solutions at BlackRock Australasia, and John Lockton, the head of investment ...

Fund managers 'remarkably positive' despite headwinds: Frontier

KARREN VERGARA  |  WEDNESDAY, 7 JAN 2026
... from Frontier Advisors shows. Canvassing the perspectives of 83 fund managers in the 2025 What fund managers (and consultants) really think survey, Frontier found they remain steadfast in the face of many challenges. Asked if they expect their businesses ...

Most read in 2025: Executive appointments

ELIZA BAVIN  |  TUESDAY, 23 DEC 2025
... multi-manager portfolios. Talent exodus hits Zenith, Lonsec and Evidentia In June the battle for experienced asset consultants was heating up. Zenith Investment Partners saw the departure of its lead consultant Steve Tang who joined colleague Ben Davis ...

Natixis bolsters distribution leadership

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
Natixis Investment Managers has appointed Daniel Shelest as distribution director for researchers and consultants. Bringing a decade of experience to the role, Shelest will be responsible for strengthening the asset manager's relationships with research ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
... Grow My Money (previously Super Rewards) until 2023 and had an almost two-year tenure at Allianz Retire+ as head of consultants and research. Crowe is also an executive founding director of the Bloomberg Women's Buy Side Network for Australia and New ...