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Showing 31 - 40 of 409 results for "Investment adviser"

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... North America," Gray said. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team ...

JANA named implemented consultant for TasBuild

ANGELIQUE MINAS  |  WEDNESDAY, 11 FEB 2026
JANA Investment Advisers (JANA) has been appointed the implemented consultant for TasBuild. Leveraging JANA's specialist liability-aware consulting capabilities, actuarial expertise and asset-liability modelling, the firm will support TasBuild in investment ...

JANA strengthens debt research with senior Mercer hire

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
JANA Investment Advisers has hired an investment grade debt specialist from Mercer to lead its research in the area. The asset consultant said the appointment builds on its established investment grade debt expertise as clients navigate increasingly ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
JANA Investment Advisers has recruited a staffer from rival asset consultant Russell Investments. Oscar Lonergan joins as a senior client development director. JANA said the hire strengthens its support for not-for-profit and liability-aware investors ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments ...

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
... 2003 proxy voting rule) metastasised over time across the regulatory landscape. While it took a few decades, investment adviser proxy voting policies now almost universally reflect the coupled mantras of 'votes have value' and 'we will vote all proxies,'" ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
The former deputy chief investment officer of Cbus will lead NAB Private Wealth and its subsidiary JBWere as investments chief in 2026. Alexandra Campbell is the new chief investment officer for NAB Private Wealth and JBWere. The parent company has ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
TCorp has recruited Lucas Hartmann as senior portfolio manager. Most recently, Hartmann served as head of equities, fixed income and alternatives at NGS Super for over eight years, where his responsibilities included implementing derivative overlays. ...

Maria Lykouras nabs new chief gig

JAMIE WILLIAMSON  |  THURSDAY, 27 NOV 2025
The former chief executive of JBWere is taking on a new role, leading an industry association. Maria Lykouras will take over as chief executive of the Stockbrokers and Investment Advisers Association (SIAA) from next week. She replaces Judith Fox, who ...