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Showing 1 - 10 of 100+ results for "Advisors"

SSGA chief executive to retire

JAMIE WILLIAMSON  |  THURSDAY, 20 JAN 2022
State Street Global Advisors is commencing the search for a new president and chief executive after flagging Cyrus Taraporevala's intention to retire this year. Announced overnight, State Street said Taraporevala will stay on until a replacement is ...

State Street on how it will vote

ELIZABETH MCARTHUR  |  MONDAY, 17 JAN 2022
The US $3.5 trillion asset manager State Street Global Advisors has released its annual proxy letter to portfolio companies, putting ASX-listed companies on notice. The letter advises companies on SSGA's voting priorities and intentions. As expected ...

CFP Board welcomes new chair

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... financial planning and investment experience spans two decades. She has worked for the likes of Vanguard and Dimensional Fund Advisors across relationship management and adviser services roles, working alongside ultra-high net worth individuals, endowments ...

SSGA regional product lead in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JAN 2022
The head of ETF product in Asia Pacific for State Street Global Advisors has taken a similar role with a European ETF provider. Mandy Chiu has been appointed head of product at Tabula Investment Management. In the new role, she will work closely with ...

SSGA creates regional ESG role

KARREN VERGARA  |  WEDNESDAY, 15 DEC 2021
State Street Global Advisors appointed a sustainable investing specialist from CareSuper to a newly created position. Based in Melbourne, Xinting Jia joins as environmental, social and governance investment strategist for the Asia Pacific region. She ...

Number one challenge for advice firms revealed

ELIZABETH MCARTHUR  |  FRIDAY, 10 DEC 2021
Dimensional Fund Advisors' global survey of financial advice firms has found one challenge for Australian advisers stands out above all else. Coming as no surprise to those in the industry, the issue advice firms are grappling with most is compliance. ...

ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time. From ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... key additions to our team are genuinely seasoned professionals, with a deep understanding of the challenges faced by advisors and their practices," Lonsec head of sales and marketing Rob Hardy said. "All were chosen for their in-depth knowledge of the ...

Janus Henderson appoints head of distribution for Asia

ELIZABETH MCARTHUR  |  TUESDAY, 30 NOV 2021
... joins Janus Henderson from abrdn, where he was head of distribution, Asia Pacific. He has also held positions at Westoun Advisors, M&G Investments and started his career at Capital Group. Cain congratulated Hendry on his new position. "We are excited ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... part in Financial Momentum choosing to rejoin us," he said. Newcastle-based financial advice firm Serendipity Wealth Advisors joined Count Financial in October. Serendipity launched in February 2021 by directors Christine Lusher and Norma Samson. In ...
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