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Showing 51 - 60 of 313 results for "Investment Adviser"

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
Financial professionals in the United States are optimistic about a market recovery, while pessimism is highest in the Asian region where professionals are forecasting double-digit losses, according to Natixis. In its most recent Natixis Investment ...

FASEA extension passes

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUN 2020
The extension to the FASEA education requirements has passed. The Assistant Minister for Superannuation, Financial Services and Financial Technology Senator Jane Hume tweeted that her promise of an extension for financial advisers had been kept. Advisers ...

New role for AMP Capital ESG head

ELIZABETH MCARTHUR  |  FRIDAY, 5 JUN 2020
... sustainable funds and an ESG investment research analyst. He is still consulting with AMP Capital as a sustainable investment adviser, after having departed the lead ESG role at the end of 2019. Woods was also a founder of the Australia/New Zealand Investor ...

US regulator settles with Ares

KANIKA SOOD  |  WEDNESDAY, 27 MAY 2020
Ares Management LLC, which has a joint venture with Challenger's Fidante Partners in Australia via a related company, has paid US$1 million to settle charges alleging it traded in a portfolio company based on non-public information while an employee ...

Aussie analysts share COVID-19 investment tips

ALLY SELBY  |  THURSDAY, 30 APR 2020
... and on any time frame that allows. To find this alpha during the COVID-19 crisis, Shaw and Partners senior investment adviser Adam Dawes recommends buying quality companies with good balance sheets. "Buy quality when the market is down and don't ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
... advisers shift towards wealth coaching. "Over the last few years, the role of financial planners has shifted from 'investment adviser' to 'wealth coach'. Managed accounts are attractive because they allow planners to focus on their clients' best interests ...

Global markets bleed red

ALLY SELBY  |  THURSDAY, 16 APR 2020
... index, which rates builder confidence, tumbled to its lowest level since June 2012. Shaw and Partners senior investment adviser Adam Dawes told Financial Standard reality is starting to set in. "Economic data is starting to show how lockdown is starting ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
In an industry known for its reliance on pen and paper, financial advisers have been quick to pivot their business models in the face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material ...

Market recovery or dead cat bounce?

ALLY SELBY  |  TUESDAY, 31 MAR 2020
... Capital's Howard Marks said recently 'buy when you can access value cheap'." Shaw and Partners senior investment adviser Adam Dawes said we haven't seen the end of the bear market. "Is this just a dead cat bounce? Maybe - only time will ...

Florida fraudster swindles investors out of $60 million

ALLY SELBY  |  WEDNESDAY, 11 MAR 2020
A Florida-based investment adviser scammed at least 30 investors out of $60 million (US$39 million), and put the funds straight into his own pocket. The Securities and Exchange Commission has frozen assets and obtained other emergency relief against ...