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Showing 781 - 790 of 2810 results for "Advisory"

MFS hunts new retail lead

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
... working closely with MFS' investment teams globally in this capacity". He will also be involved in bespoke client advisory projects undertaken by ISG. MFS is currently recruiting for a new head of retail, Australia and New Zealand.

NZ Super Fund adds to board

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... financial certainty for future generations of New Zealanders." Since returning home, McClatchy joined the Investment Advisory Committee of the Acorn Foundation and the board of Waipuna Hospice. He also sits on the boards of listed investment companies ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

Investment consultants launch net zero scheme

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... of climate risks and opportunities in their investment decisions and stewardship. The commitments apply to investment advisory service and business operations. For the consultants which offer discretionary asset management services, the commitments include ...

William Buck merges with sixth firm

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy. BR Wellington is an accounting and business advisory firm and will rebrand as part of William Buck Australia and New Zealand. All ...

VFMC appoints new chief executive

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... Lisa advised it was time to extend her business and leadership contribution to a broad portfolio of directorship and advisory interests," VFMC said. "Lisa has been an outstanding leader of VFMC and leaves the organisation in a significantly better place ...

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance ...

Former CFSGAM chief executive joins CFA Institute

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... president and member of CFA Society Sydney, a former board member of CFA Society Japan, and a member of the Future of Finance Advisory Council. "I'm honoured to assume the role as chair of the CFA Institute board of governors and continue the vital ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

Cbus, Media Super sign SFT deed

JAMIE WILLIAMSON  |  WEDNESDAY, 1 SEP 2021
... an environment where the complexities of regulatory change, investment opportunities and member demand for digital and advisory services are growing, it is becoming increasingly difficult for smaller superannuation funds to remain cost-competitive and ...