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Showing 161 - 170 of 439 results for "adviser"

Zenith hires from Preqin and Morningstar

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... selling data and technology solutions into the funds management and institutional markets." For his part, Hope will focus on adviser relationships nationally, supporting the growth of the group's advice tools including Zenith Mosaic, Chant West's Switching ...

Sue Brake joins NZ Super, Lisa Gray departs VFMC

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... become highly influential figures on sovereign wealth fund boards. Sue Brake, former Future Fund investment chief and adviser to Singapore's central bank has chosen a second role with a sovereign wealth fund. Brake, a member of the investment and ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... and two research analysts. Colette Thunig will support the distribution of the iQ Portfolios across Centrepoint's adviser network - including licensed and self-licensed advisers. Thunig previously worked as the head of distribution and corporate ...

Tribeca builds distribution team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... those years business development roles," he said. "She has a proven track record in business development and managing adviser relationships and her appointment will significantly increase the depth of our business development capabilities in the wholesale ...

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024  |  NEWS
... strengthening and expanding the firms' relationships amongst wholesale and retail investment channels and financial adviser networks. The recruit joins from Alexander Funds, where he worked as a regional manager. Before that, he was part of the institutional ...

Anne Fuchs takes on new role at ART

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
... role, Fuchs will report to the chief enterprise services officer Julie Bingham. Evan Poole, the practice management and adviser growth head, and Erick Cordero, general manager advice, guidance, and education delivery, will now lead the advice, guidance ...

Ellerston Capital hires investment specialist

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
... distribution efforts. In this role, Salamon will oversee the IFA channel with a focus on growing FUM and widening Ellerston's adviser network. Salomon brings with her over 17 years of industry experience. At L1 Capital, based in Sydney, she looked ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024  |  NEWS
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024  |  NEWS
Invesco Advisers was charged by the Securities and Exchange Commission (SEC) after it was found to have misled investors as to what proportion of its total assets were invested according to ESG principles. Invesco Advisers was charged with willfully ...

Betashares launches first ethical bonds ETF

ROSE MARY PETRASS  |  FRIDAY, 8 NOV 2024  |  NEWS
The high-profile exchange-traded fund provider says its new fund is the first to invest fully in an ethically screened Australian bonds portfolio. The powerhouse fund manager now offers nine ethical and responsible investment ETFs - a total of $5.6 ...