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Showing 51 - 60 of 1866 results for "broker"

Super moves: Aware Super, Future Fund, Cbus

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... Sydney Airport, Newbold spent eight years analysing the company for several stockbrokers. He worked at CBG Capital, the broker launched by CBG Asset Management in late 2014, and CIMB Asset Management as a research analyst covering the utility and infrastructure ...

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
WTW, the pension consultant, has hired a new head of portfolio design lead and made a series of local promotions following annual performance reviews. Sasha Loutcheva joins from Russell Investments, where she spent three years as a senior asset allocation ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... Janus Henderson will also co-develop proprietary, multi-asset solution model portfolios for Guardian's dually registered broker-dealer and registered investment advisor, Park Avenue Securities (PAS), which has more than 2400 advisors covering approximately ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...

Pearler Super launches, new FHSSS product imminent

KARREN VERGARA  |  MONDAY, 31 MAR 2025
Trading platform Pearler is taking on the superannuation sector in launching Pearler Super and will shortly release HomeSoon to help young Australians maximise the First Home Super Saver Scheme (FHSSS). Pearler Super is strictly targeting young members. ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... "Made in America focus," spanning sectors such as energy. The funds will be available to investors through Crypto.com's broker dealer Foris Capital. Subject to a final agreement and regulatory approval, they're slated to launch later this year and be ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... conversations with clients. Additionally, MDS has enhanced Statement of Advice (SOA) creation support in a partnership with Broker Support Global, and unveiled a new MDS Licensee Compliance Portal, which showcases all key compliance dates and requirements ...

Vanguard ETFs record most consistent monthly net flows: Research

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
Vanguard ETFs have recorded the most consistent inflows of any manager over the past two years, according to Rainmaker Information. Over the two years to December 2024, monthly net flows to its ETFs showed an autocorrelation of 0.59 - a statistical ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... all asset classes. HeirWealth chief executive and founder Ray Tubman said the partnership will provide the Sydney-based broker detailed information about its clients for better insights and services. It is expected that round $3.5 trillion will swap ...