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| | | ... would support continued spending across infrastructure, technology, investment capabilities and operational support for advisors operating within the Infocus network. Adrian Whittingham, founder and managing partner of Scarcity Partners, said the transaction ... |
| | | | ... planning style features including the ability to record expressions of wishes and share information with family members or advisors. HeirWealth founder Ray Tubman said MPC Markets played a key role in shaping the products development as an early adopter ... |
| | | | ... and provision of institutional investment advice. She has extensive experience in various leadership roles at Frontier Advisors. Tindall has worked for over 35 years in the investment and real estate industries. He has extensive global experience in ... |
| | | | ... changes recently. In March it announced it was ending its long-standing relationship with PATRIZIA, appointing Frontier Advisors as its new asset consultant, effective June 1. This follows a reduction in administration fees and costs, along with the ... |
| | | | Five consultants at Frontier Advisors have been recognised in its mid-year promotions. Head of investment governance Sarah Cornelius has been promoted to principal consultant. She has over 15 years' experience at Frontier, having joined in 2010 as an ... |
| | | | ... VFMC's investment performance," Low said in a LinkedIn post. Prior to joining VFMC, KC had a 12-year career at Frontier Advisors, where he most recently held the position of principal consultant in the capital markets and asset allocation team. His ... |
| | | | ... members from May 1. The Income Focused option will close for accumulation members from May 16. It also announced Frontier Advisors as its new asset consultant as of June 1, replacing PATRIZIA, which had partnered with the fund for more than a decade. ... |
| | | | ... Hershan said. "Circumstances have changed. Yet, what many financial advisers actually do hasn't changed. When I talk to advisors, the most common thing that I hear is they'll have an ASX 200 fund, be that passive or active, and then they'll ... |
| | | | ... move from 69.3% to 71.6%, and Defensive assets reduce from 30.7% to 28.4%. Prime Super recently announced that Frontier Advisors will be its asset consultant as of June 1, replacing PATRIZIA, which has been with the fund for more than a decade. Last ... |
| | | | ... accounts have increased profitability by freeing up time for advisers to service a greater number of clients. "Those advisors, reinvesting that time, are having conversations with their clients which are more about their lifestyle goals, which are more ... |
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