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Showing 511 - 520 of 1359 results for "Advisors"

Merger costs may impact short-term returns: ASI

KANIKA SOOD  |  WEDNESDAY, 4 SEP 2019
... key issue is to get the successor fund transfer working in the right direction. So the advice that you get from your advisors around the stamp duty implication should be a key driver of which way the successor fund transfer goes." Capital gains tax relief ...

Advice firm defrauds retired NFL players

JAMIE WILLIAMSON  |  TUESDAY, 3 SEP 2019
... league seeking compensation for brain injuries suffered during their careers. Tallahassee-based Cambridge Capital Group Advisors and its two former principals have been charged by the Securities and Exchange Commission with defrauding investors, most ...

NAB sells stake in fund manager

KANIKA SOOD  |  MONDAY, 2 SEP 2019
... global equities fund manager but will continue to distribute the strategy down under. Connecticut's' Altrinsic Global Advisors and NAB Asset Management started working together in 2011, when NAB took on the global equities strategy's distribution responsibilities ...

Pendal hires State Street exec

KARREN VERGARA  |  THURSDAY, 29 AUG 2019
Pendal Group appointed a former State Street and BlackRock executive to further expand its operations in the US as the new chief executive for the region. Nick Good takes the reins of Pendal subsidiary J O Hambro Capital Management (JOHCM), shortly ...

ASIC bans financial adviser

KRISTI CHENG  |  WEDNESDAY, 28 AUG 2019
... whether the financial products recommended were suitable. Goudie was an authorised representative of Risk and Investment Advisors Australia, and National Australia Bank-owned GWM Adviser Services before the ban. In failing to act in the best interests ...

SSGA global equity beta head retires, promotes two

KARREN VERGARA  |  FRIDAY, 16 AUG 2019
State Street Global Advisors has made two executive promotions as its local managing director and global equity beta lead exits the company after two decades. SSGA confirmed that Susan Darroch has retired as the senior managing director and head of ...

Willis Towers Watson buys Aussie broker

KRISTI CHENG  |  FRIDAY, 2 AUG 2019
Global advisory Willis Towers Watson has acquired Risk Capital Advisors (RCA), a specialist mergers and acquisitions broker in Australia, New Zealand, and South Africa. The acquisition is effective immediately, enhancing WTW's offering to clients in ...

Active, passive investing continues to confuse: Research

HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... expectations about return and their ability to tolerate risk highlights how important it is for investors to work with their advisors to better understand risk and volatility - if they are to be properly equipped to achieve their long-term return goals." ...

Tasplan recruits new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
... understanding of dynamic asset allocation David demonstrated during his time at Mercer, one of the largest investment advisors in the world, will no doubt assist Tasplan in continuing to deliver excellent returns for our members." Prior to Mercer, Stuart ...

Super funds keen on alternatives managers

KANIKA SOOD  |  WEDNESDAY, 17 JUL 2019
... mandate winners by asset class were: Firetrail and Yarra Capital in Aussie equities, GQG Partners and State Street Global Advisors (SSGA) in international equities and BlackRock in fixed interest and MSIM and GPT in property. In dollar figures, IFM Investors ...