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Showing 11 - 20 of 265 results for "advice"

First Nations NFP mandates JANA

KARREN VERGARA  |  MONDAY, 28 APR 2025  |  NEWS
... delivers long-term, sustainable outcomes for communities across the Northern Territory," she said. JANA's assets under advice across Australia and New Zealand comes to more than $1.5 trillion.

Green moves: Alphinity, Australian Ethical, Climate Change Authority

ELIZABETH FRY  |  THURSDAY, 17 APR 2025  |  NEWS
... and looks forward to the valuable insights and leadership she will bring as we continue our work to provide independent advice on Australia's climate policies and progress," the Climate Change Authority said. Before stepping down from her role at BlueScope ...

Future Super, Verve to overhaul investments

JAMIE WILLIAMSON  |  MONDAY, 14 APR 2025  |  NEWS
... reduction and access to an enhanced range of investment options. They will also now have access to intra-fund financial advice. "Bringing together our back-office investment structures will allow us to pass on the benefits of scale to our members. We're ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... Macquarie Private Wealth, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice. Previous roles also included Asia-Pacific sector head for structured products and alternative investments at S&P Fund ...

Green moves: CSIRO, Ethinvest, Social Enterprise Australia

ELIZABETH FRY  |  FRIDAY, 28 MAR 2025  |  NEWS
... at Bendigo Bank. Also leaving Ethinvest, Dave Rae also joins UNLESS as a co-founder. With over two decades in financial advice, Rae is a former director of RIAA. Board change at national science agency Meanwhile, Canberra has appointed Ming Long as chair ...

NAB Foundation launches Impact Investing Fund

JAMIE WILLIAMSON  |  FRIDAY, 28 MAR 2025  |  NEWS
... head of impact investing Ben Smith. "JBWere is the leading advisory firm in Australia, with more than $64 billion under advice. The NAB Foundation is one of hundreds of purpose driven organisations and families that we have the privilege of partnering ...

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 ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... additional high-quality consulting expertise. "His expertise further strengthens our ability to support wealth advisors, advice practices and family offices with tailored investment solutions. As JANA expands its presence in the wealth sector, we are ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... Rask Australia, an investment research and education company. Goh will primarily focus on equities research and consulting advice. At the same time, long-serving senior consultant Andrew Longmore will take on the role of deputy head of the firm's ...

Future IM/Pact expands partnerships, appoints chair

MATTHEW WAI  |  THURSDAY, 13 MAR 2025  |  NEWS
... collaborate with foundation private wealth partner LGT Crestone to support women and diverse 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 ...