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Showing 21 - 30 of 44 results for "Ibbotson"

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... accounts or SMAs), 25% of these options are operated by financial advice licensees, researchers and consultants such as Ibbotson, Morningstar, Charter Financial Planning, Lonsec, Fat Prophets, Three Sixty, Hill Ross and MultiPort. The report notes that ...

REI Super extends Ibbotson consultancy mandate

MARK SMITH  |  TUESDAY, 20 JAN 2015
Ibbotson Associates Australia has been reappointed as implemented investment consultant by REI Super for a further three years. Ibbotson, which is part of the Morningstar Investment Management Group, provides advice and management for REI Super's low-cost ...

ASX mFunds FUM already ahead of ETFs

ALEX DUNNIN  |  FRIDAY, 11 JUL 2014
... According to the ASX, 12 of 48 foundation investment managers have already listed a combined 45 products with PIMCO, Ibbotson and EQT overwhelmingly dominating the list. But if other investment managers follow suit in coming months and include only two ...

Ibbotson appoints regional CIO

MARK SMITH  |  THURSDAY, 30 JAN 2014
Morningstar-owned investment manager Ibbotson Associates Australia has appointed Andrew Lill chief investment officer for Asia Pacific. Lill will be responsible for leading the investment management teams in the Asia-Pacific region. He will also contribute ...

Former CFSGAM exec joins Frontier Advisors

JAMES FERNYHOUGH  |  THURSDAY, 5 DEC 2013
... been based in London, working on the trading floors of CIBC, Lloyds and HBOS. In October 2012, Frontier hired a former Ibbotson Associates executive as a senior consultant. "Industry funds are seen as a really good employment choice at the moment, particularly ...

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
... use by Premium's 52 advisers within 22 practices on the east coast of Australia. At the same time Premium has engaged Ibbotson Associates to assist with the development of a range of managed portfolios that will be managed on HUB24's platform. HUB24 ...

Premium appoints Ibbotson as asset consultant

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
Morningstar's Investment Management division has appointed four people to its investment advisory subsidiary, Ibbotson Associates Australia. Scott Mclennan has joined as senior relationship manager, Katharine Jackson and Brent Finneran have joined as ...

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
Former ING DIRECT national business development manager Carolan Ibbotson has joined Endowment Bond Exchange (EBX) as senior business development manager. Ibbotson will manage the marketing of Endowment Bond Exchange to advisory practices in Queensland ...

Morningstar hands Needham global CIO role

MARK SMITH  |  THURSDAY, 9 MAY 2013
Morningstar Investment Management has promoted Ibbotson Associates Australia chief investment officer and managing director Daniel Needham to global chief investment officer of the group. Chris Galloway will take over as managing director of Ibbotson ...