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| | | ... this vs. 35%). But when cost is factored in, preference for limited advice markedly increases," Investment Trends senior analyst King Loong Choi said. The majority of potential clients (61%) said they are open to upgrading to comprehensive advice over ... |
| | | | Platforms are the preferred sector exposure, asset managers are inexpensive and Link Group offers the best mid-term value, according to Credit Suisse's Diversified Financial Services Sector review for August 2020. The report reviewed the key operational ... |
| | | | ... roles and was most recently head of underwriting risk and business review. Prior to this he was risk manager, senior risk analyst and insurance auditor. Prior to this he was a risk analyst at GE Money and a credit analyst at Royal and Sun Alliance. Commenting ... |
| | | | Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ... |
| | | | ... responsible for ESG-related policies, databases and reporting. In addition to his ESG responsibilities, Varco will also have analyst coverage responsibilities for a set of ASX-listed stocks. In his most recent role at Ausbil, he was an ESG analyst. Prior ... |
| | | | ... upgrades, downgrades, and dropping its coverage of one strategy. The changes are attributable to Morningstar's revised analyst ratings methodology, which it says, more explicitly accounts for historical performance of funds against their category ... |
| | | | ... said its long-standing chair Michael Cole would retire from the board, alongside Kerr Neilson who had been working as an analyst on the investment team since ceding executive positions. |
| | | | ... said: "Justine has joined AMP as part of our ongoing focus on strengthening governance." Gorman is a chartered financial analyst. |
| | | | ... for 10 years as an investment manager for Goldman Sachs. Lastly, Olivia Dalton has been promoted to senior investment analyst. Dalton was previously investment analyst and will be responsible for covering Industrial companies within the Australian equities ... |
| | | | ... another change, Platinum's billionaire co-founder Kerr Neilson will leave the investment team, where he has worked as an analyst after stepping aside from the chief executive role in 2018. At August end, Neilson will leave the investment team but will ... |
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