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Showing 461 - 470 of 2809 results for "Advisory"

CalSTRS investment chief announces retirement

ANDREW MCKEAN  |  FRIDAY, 12 JAN 2024
... Ailman is chair of the 300 Club of global chief investment officers and co-chair of the Milken Global Capital Markets Advisory Council. He serves on the boards of FCLT, MSCI Management Advisor Council, and CEM Global III FFFF. Following his exit, Ailman ...

CSLR estimates $241m to fund backlog of complaints

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... should sit at $241 million. The CSLR said the amount includes a provision for most of the complaints made by former Dixon Advisory and Superannuation Services clients following its downfall, expected to amount to about $193 million. These complaints ...

Court finds Canna Campbell infringed trademark

KARREN VERGARA  |  MONDAY, 8 JAN 2024
... public her Financial Foreplay Podcast on Instagram and Facebook in a way that she provided services that constituted "advisory services relating to finance", "advisory services relating to financial matters", and "advisory services relating to money ...

Frontier Advisors to choreograph The Australian Ballet endowment

ANDREW MCKEAN  |  WEDNESDAY, 20 DEC 2023
... understood the essence of what we do and our evolving future needs," she said. "We look forward to working with their advisory team to harness the depth and consistency of their services to ensure our financial base continues to support our activities ...

IG appoints institutional sales manager

ANDREW MCKEAN  |  TUESDAY, 19 DEC 2023
... institutional sales APAC at CMC Markets, based in Sydney. He developed institutional business for API, white labels, advisory brokers, and funds in the region. Before that, Wood spent seven years at Saxo Capital Markets Australia, following his role ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... management capability and BNZ's distribution network. "This is an exciting opportunity to grow the JBWere New Zealand advisory business and provide JBWere New Zealand advisers a wide range of advice tools to continue to offer a high-quality advice proposition ...

FSCP serves up registration prohibition order

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... a registration prohibition order under s 921L(1)(c) Corporations Act 2001. Looking closer at the prohibition, Capital Advisory director and financial planner Michael Miller said that mechanics of cancelling registration and then prohibiting registration ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... Goldman Sachs are acting as financial advisers to Perpetual, while Soul Pattinson has engaged Macquarie Capital for similar advisory services.

IFM Investors appoints global head of strategy

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... chief operating officer at Holland Capital Management. Her experience also includes senior roles at Barclays Funds and Advisory, as well as Credit Suisse. Misra, who is based in London, reports directly to IFM chief strategy officer Luba Nikulina. She'll ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... 2018. Just two months later she was licensed by Ballast Financial Management and, about 18 months later, she jumped to AD Advisory Services. Here, she operates under Addicott Partners. Anderson is a member of the Association of Independently Owned Financial ...