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Showing 1 - 10 of 5373 results for "Profession"

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Frontier Advisors has promoted three of its team and added an analyst to its growing research pool. Cathryn Goh and Uday Bachan have been elevated to the role of consultant from their prior positions of associate. Bachan, who started at the firm four ...

Canada pension fund hires ex-CalPERS CIO

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
Canada's largest pension scheme has hired a former CalPERS investment chief who famously led a big push into private equity and private debt. The Canada Pension Plan Investment Board has confirmed the appointment of Ben Meng as head of investment ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... pathway, noting it will create a "more sustainable pathway" to wealth advisory by helping talented graduates enter the profession. "Ultimately, we do have a cohort of advisers that are nearing retirement, so you've always got to be looking at what ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

'Incompetent' adviser permanently banned by ASIC

MATTHEW WAI  |  FRIDAY, 14 MAR 2025
A Sydney-based financial adviser has been permanently banned for acting dishonestly and exhibiting a fundamental lack of knowledge, integrity, and professionalism, ASIC said. Peter Surtenich has been permanently banned on March 6 from providing any ...

Japanese asset manager enters Australian market

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
Sumitomo Mitsui DS Asset Management Company (SMDAM) has entered the Australian market through an exclusive partnership with Axius Partners (Axius). As one of Japan's largest asset management firms, SMDAM will initially offer its Global Equity and Japanese ...

Asian family office sets up in Melbourne

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
Vantage Family Office is expanding into Australia by launching a capital markets business to serve high-net-worth individuals and institutions. The Asian-based multi-family office platform has set up Vector Capital Management, which will be led by veteran ...

Nominate now for the 2025 MAX Awards

STAFF WRITER  |  THURSDAY, 13 MAR 2025
Nominations are now open for the annual Financial Standard MAX (Marketing, Advertising and Sales Excellence) Awards. Now running for more than three decades, the MAX Awards recognises industry excellence in the fields of marketing, advertising and sales ...
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