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Showing 811 - 820 of 1360 results for "Advisors"

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... and our other brands." At the same time as Findex's acquisition, advice and accounting firm ESV Accounting and Business Advisors announced its merger with Harveys Chartered Accountants. ESV partner Kurt Baker said the merger was "a natural fit for ESV ...

Instos overconfident on drawdown risks

LAURA MILLAN  |  TUESDAY, 30 JUN 2015
... confident that their downside protection strategies can cope with market drawdowns. A recent report by State Street Global Advisors (SSGA) found investors largely rely on a small number of downside protection strategies, but 91% were very or somewhat ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group ...

Prime Value appoints distribution head

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... and Prime Value Imputation Fund. "We think David can have a big impact due to his industry experience with financial advisors and understanding of retail investors," said Prime Value chief executive Yak Yong Quek.

MAX Award winners named

MARK SMITH  |  FRIDAY, 5 JUN 2015
... acknowledge all the hard work that has been put in over the last 12 months. In the individual awards, State Street Global Advisors' Amy Johnston was named Sales Professional of the Year while Nikko AM's Linda Garry took home the Marketer of the Year ...

Top bankers get together for pro bono venture

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... Adara Partners and the Adara Panel represents real leadership in the financial services sector with experienced corporate advisors using their skills to directly benefit the less fortunate." The initiative is supported by other well-known Australian ...

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... Nikko AM Shed Media - SMSF Association Innovation of the Year BT Panorama Domacom Fractional Property Investing Frontier Advisors Partners Platform J.P. Morgan Asset Management's Market Insights Program La Trobe Financial's P2C Parent to Child Mortgage ...

Forget Australia, head stateside for property yield

LAURA MILLAN  |  THURSDAY, 21 MAY 2015
... rates or a slowdown in prices could put their retirement savings at risk. In a note to investors, State Street Global Advisors (SSGA) said that "the Australian real estate sector has been a stellar performer, returning 26% over the past year." In a note ...

Instos doing little to protect portfolios

STAFF WRITER  |  FRIDAY, 15 MAY 2015
... correction and continue to pile into equities. That's according to new investor behaviour research by State Street Global Advisors (SSGA), which conducted the research in January with Longitude Research. APAC investors said they had done relatively little ...

JPMAM appoints sovereign and institutional head

ALEX BURKE  |  THURSDAY, 14 MAY 2015
... of over 100 Asian sovereign and institutional investors. Before joining JPMAM, Farrell held positions at Citi Capital Advisors and Bankers Trust Switzerland AG. "I am really excited to have assumed responsibility for the further development of our institutional ...