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| | | ... experience. He joins Global X from UBS Global Asset Management, where he led the index portfolio management team in Australia for over 12 years. During his tenure, Wolak spearheaded the establishment of the firm's APAC regional indexing capability ... |
| | | | The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ... |
| | | | Vanguard, Betashares, iShares, and VanEck have attracted most of the ETF inflows in Australia for 2024, with competition among these issuers fierce. Vanguard led with $4.07 billion in inflows, followed by local player Betashares with $3.98 billion ... |
| | | | Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ... |
| | | | ... longevity and risks surrounding the fund managers launching new funds. "Bitcoin ETFs have only been available in Australia for a short time and yet we've already seen multiple funds fold," he said. As previously reported by Financial Standard, Cosmos ... |
| | | | ... Partners, Friday Capital and The Silverfern Group will all get a board seat. This marks the fourth investment in Australia for MADAUS Capital Partners, a multi-family office with locations in Sydney and Munich. Meantime, Friday Capital is a Sydney-based ... |
| | | | ... Rubinsztein, a former Association of Superannuation Funds of Australia (ASFA) director, was made a Member of the Order of Australia for her significant service to business. Formerly a senior executive in the wealth management industry, she joined the ... |
| | | | ... Capstone, Nairn was a representative of GWM Adviser Services for 16 months and, before that, Financial Foundations Australia for 14 months. An adviser for more than two decades, Nairn was a certified financial planner and member of the Financial Planning ... |
| | | | ... management, people management, and client servicing. She has worked for UBS for three years, ING Investment Management Australia for 12 years, and Credit Suisse for two years. For her part, Blunt has worked at TCorp for eight years, with Roberts chalking ... |
| | | | ... half years in the US leading Vanguard's Registered Investment Business (RIA). He was head of distribution in Australia for Vanguard prior to his stint in the US. Before his time at Vanguard, Lovett led the creation of Challenger Boutique Partnerships ... |
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