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| | | ... around. "The proposed changes to the educational stuff may do two things; it may help to hold on to more quality existing advisors. But it may also be a vehicle to get more new entrants into the profession," he said. "Also, the Quality of Advice Review ... |
| | | | ... particular focus on Latin America. Previously, McKibbin was head of ETF Managed Portfolio Solutions State Street Global Advisors. Meanwhile, Michelle Kidd, who has been vice president of American Century's Institutional Advisory Group since 2018, has ... |
| | | | ... company's mission to empower more individuals and their families to confidently live their best lives by engaging with their advisors in a unique, leading-edge values-based advice process," Lumiant said. Lumiant co-founder and global chief executive ... |
| | | | ... same time, funds need to continue with business as usual. It's here that Farrar suggests leaning on some trusted advisors because experience with a merger or acquisition presents a significant development opportunity for staff involved. "The team ... |
| | | | ... likes of BlackRock, Generation Investment Management, Lazard Asset Management, Martin Currie and State Street Global Advisors in managing global equities mandates for HESTA. |
| | | | Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ... |
| | | | ... Pacific chief executive Dan Watkins, Leung will work closely alongside the firm's alternatives investment team and client advisors to develop and position alternatives solutions across hedge funds, real assets, private equity, private credit, and liquid ... |
| | | | ... Stanley Wealth Management, Oreana Financoal Services Portfolio Advisory Service, Perpetual Private and State Street Global Advisors will vie for the title. Meanwhile, DNR, Elston Asset Management, Infinity Asset Management, Macquarie Asset Management ... |
| | | | ... having access to Foresight's expertise, global footprint and product offerings." ICG was advised by Berkshire Global Advisors. |
| | | | ... staff level. This is not a straight-forward process," he said. Wickremesinghe added that Sri Lanka's financial legal advisors are working on a debt sustainability report to be submitted in August. |
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