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Showing 891 - 900 of 4125 results for "Analyst"

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... increasingly prioritise diversification and capital preservation when selecting investments for clients," Investment Trends analyst John Carver said. The vast majority of stockbrokers (73%) and financial planners (83%) believe gearing is a key investment ...

UniSuper makes two senior hires

KARREN VERGARA  |  WEDNESDAY, 27 FEB 2019
... new manager of sustainable portfolios and governance. Heard was most recently a senior portfolio manager and research analyst at Australian Equities investment manager JCP Investment Partners. Prior to this, she held senior roles with Bank of America ...

KPMG expands advice remediation team

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
KPMG recently launched a hiring spree to support clients with financial advice remediation efforts. As wealth managers further move to remediate customers for various fees for no service and financial advice misconduct, KPMG is bolstering its managed ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... every five or 10 years, often starting these switches when members are very young." Rainmaker Information senior research analyst Pooja Antil said fees under the new MLC MySuper "could go up marginally according to the indirect cost ratio figures published ...

MGP chair steps down

KARREN VERGARA  |  MONDAY, 11 FEB 2019
... included two promotions. Pamella Wilson was promoted to group chief operating officer, following roles as a senior business analyst and acting head of IT positions. Neil Pattinson was promoted to business development manager for New South Wales and Queensland. ...

Platforms steady after Royal Commission

KANIKA SOOD  |  TUESDAY, 5 FEB 2019
... down the adviser migration from big wealth managers to independent platforms like Netwealth and HUB24, according to UBS analyst Kieren Chidgey. Chidgey says over the last two years, bigger platforms have been losing market share quite sharply to separate ...

SMSF investments reach far and wide

HARRISON WORLEY  |  MONDAY, 4 FEB 2019
... bars of gold. Meanwhile, another SMSF currently holds $306,117 in silver, through 486 one-kilogram bars. SuperConcepts analyst Phil LaGreca said the relative safety of the precious metals was an attraction for SMSF investors. "Gold and silver are considered ...

Yarra Capital adds to investment team

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
The boutique has hired an AustralianSuper analyst after it took over the management of UBS's Australian equities funds last year. Olivia Dalton started at Yarra Capital Management two weeks ago. She will cover industrial stocks, working alongside ...

Janus Henderson pulls out of Aussie equities

KANIKA SOOD  |  THURSDAY, 31 JAN 2019
... Global Equity Income, Global Equity and Global Fixed Interest," Janus Henderson said in a statement. In December, a senior analyst from the firm, Nick Sladen, joined Myer Family Investments as a portfolio manager in equities. On its fixed interest team ...

Fund managers embrace China exposure: Zenith

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... then implement the inclusion over three separate tranches through to March 2020. Zenith Investment Partners investment analyst Thushani De Silva said the inclusion in mainstream international equities benchmarks will likely result in increased broker ...