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Showing 91 - 100 of 313 results for "Advisers"

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. Bullock's exit comes as GQG Partners recorded US$1.7 billion net flows in January, bringing its total ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Major instos, family offices headline Impact Investment Summit

KARREN VERGARA  |  MONDAY, 17 MAR 2025  |  NEWS
... event that focuses on scaling investments for positive impact. The annual summit, which targets impact investing for advisers, foundations, and family offices, marks its 10-year anniversary in 2025. It will be held at the International Convention Centre ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
... talent to pursue careers in the advice sector. The founder of the initiative Yolanda Beattie sees an increasing need for advisers in the private wealth market, as it is projected to reach $3 trillion by 2025. Future IM/Pact research found only 13% of ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. GQG managing director of Australia and New Zealand Laird Abernethy declined to comment on Bullock's exit. ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... upholding this legacy, focussing on for-purpose, intergenerational family, and philanthropic clients." JBWere has 151 advisers across Australia and more than $65 billion in funds under advice.

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... Management since 2010, responsible for distributing customised managed account portfolios to national dealer groups, advisers and not-for-profit organisations. Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... support the new product. GCQ head of distribution Steve Higgins said he has fielded a steady increase in queries from advisers and stockbrokers over the last year asking when they would enter the ETF space. "These advisers use the CHESS platform and ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025  |  NEWS
... fostered over the last two decades. "It is great to welcome Nathan to GCQ as we have a shared ethos around working with advisers to educate them on the details of the GCQ strategy and portfolio." Boroughs added that he got to know his new boss a few ...