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Showing 1 - 10 of 409 results for "Investment adviser"

SIAA replenishes board with appointments

MATTHEW WAI  |  MONDAY, 28 SEP 2026
The Stockbrokers and Investment Advisers Association (SIAA) has made two board appointments to fill vacated positions from recent departures. CommSec chief operating officer Stephen Norton has joined SIAA's board of directors, while Canaccord Genuity ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ...

SIAA calls for fresh talent amid advice demand

VINNY VUCAGO  |  MONDAY, 14 SEP 2026
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association ...

LGT Wealth Management hires five advisers from rival

VINNY VUCAGO  |  MONDAY, 7 SEP 2026
... in a market where experienced advisers have considerable choice," Chisholm said. Marr joins as a partner and investment adviser after serving as head global wealth management Australia at UBS and previously leading Credit Suisse's Australian wealth ...

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
... Over time, it aims to expand into research and other autism-related initiatives. Evans and Partners senior investment adviser Ryan Cormican said donors are increasingly looking for structured giving models that offer transparency, accountability and ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

JANA launches private credit trust

ELIZA BAVIN  |  TUESDAY, 25 AUG 2026
JANA Investment Advisers has launched the JANA Private Credit Trust, expanding its suite of investment trusts to provide wholesale investors with access to a diversified global private credit strategy through an institutional-quality investment structure. ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
Co-investments and the secondaries market are driving a fresh wave of private equity deals, with super funds emerging as major players, but in a tougher, slower season for the asset class, endurance is key. Investors looking at private equity for the ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... to help inform significant wealth decisions for their clients." Meanwhile, Granite Bay also welcomed a new investment adviser this month, based in its Brisbane office. Axel Raftos was the senior relationship manager at EWM Group in the past year, bringing ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
Beyond a governance issue, corruption is a major deterrence to capital flows, undermines long-term development and carries crippling social costs. Seasoned investors, though, are quick to challenge the notion that corruption and governance risks are ...
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