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Showing 1 - 10 of 491 results for %22Research Advisory%22

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... the industry to bolster the perceived value of life insurance in one's financial portfolio," Investment Trends head of research Irene Guiamatsia said. The report also revealed that a robust brand reputation is the foremost consideration for consumers ...

Sequoia chair steps down

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... the Supreme Court of Victoria. McGowen is the managing director of Informed Investor, ShareCafe, and Corporate Connect Research - all of which Sequoia acquired in 2022. These companies provide media, research, digital distribution and technology services ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Morningstar has confirmed the departure of two longstanding executives from the manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim ...

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed investors opening SMSF ...

Vanguard chief executive Tim Buckley to retire

ANDREW MCKEAN  |  FRIDAY, 1 MAR 2024
... continuing to deliver for our investor-owners," he said. Buckley joined Vanguard in 1991 as founder John Bogle's research assistant. He ascended to the senior leadership team in 2001 as head of the information technology division. Buckley then spearheaded ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding (MOU) with the global wealth manager. The deal ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... Alteris chief executive Keith Jones said. "... we are excited to be working with JANA. We believe JANA's strength of research capabilities and resources, successful track record in the asset consultant space, and alignment in philosophy will enhance ...

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... Uniting Church Synod of New South Wales and the ACT, tapped JANA to provide services that include strategic advice, manager research, portfolio construction, as well as ESG consultancy. JANA did not disclose the total amount it is advising on. UFS aims ...

Frontier Advisors to choreograph The Australian Ballet endowment

ANDREW MCKEAN  |  WEDNESDAY, 20 DEC 2023
... The Australian Ballet endowment. The asset consultant will lend its expertise in strategic asset allocation, manager research and selection, while also delivering performance reporting and execution services for the performing arts organisation. "We ...

Former JPMAM Australia head joins Nest

KARREN VERGARA  |  TUESDAY, 28 NOV 2023
... leaving JPMAM in 2021, Farrell has worked part-time as an advisory board member of the Bandes Institute, an investments research organisation. Nest chief executive Mark Fawcett said: "In the coming years Nest will be the largest UK pension scheme, representing ...
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