Search Results

Showing 21 - 30 of 313 results for "Advisers"

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026  |  NEWS
... opportunities in recent years, particularly private market assets," Gilmour said. "As we continue building our national presence, advisers like Adam bring the depth of experience, technical capability and client-first approach needed to support the next ...

Ethical ETFs see strongest flows since 2021

JAMIE WILLIAMSON  |  FRIDAY, 23 JAN 2026  |  NEWS
... believe investors were retreating from the sector, but the data suggests otherwise. Cchoda suspects investors and financial advisers are simply becoming more selective about the vehicles they invest in. "Put simply, strategies with strong governance ...

GCQ hires longtime Platinum executive

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... founder Kerr Neilson in 2013. Back at Platinum, Isles worked as an investment specialist, strengthening relationships with advisers across Australia and New Zealand before expanding the firm's reach into the US. He was appointed head of investment ...

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... chief executive Aubrey Roga said Tang's appointment strengthens the firm's institutional consulting offer to advisers. "Advisers are facing increasing complexity - in markets, regulation, product and client expectations," Roga said. "Steven brings ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... relationships across the market," DASH chief executive Andrew Whelan said. "Sarah brings strong product leadership at a time when advisers are demanding simpler, more connected technology," Whelan said. "Her focus on human-centred design, product integration ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
... Morningstar's distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. His most recent role was head of intermediary distribution at Antipodes Group. Previously, he held senior positions ...

SEC criticises proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026  |  NEWS
... will vote all proxies,'" he said. "This created a lucrative business opportunity for proxy advisory firms. Proxy advisers scaled their product offerings from limited-scope, non-discretionary research to today's end-to-end proxy voting 'solutions,' ...

Super moves: WATC, Medibank, HESTA, Future Fund

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... infrastructure, energy and natural resources. He earlier worked in banking, joining National Australia Bank from Dimensional Fund Advisers. As for analyst moves, Yanjun Li has been promoted to senior analyst at Victorian Funds Management Corporation ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
Ord Minnett has created a new national practice manager role, appointing Scott Weaver as it looks to better support advisers as the business grows. Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... firms to strengthen decision-making, governance and outcomes. Damian's background makes him ideally placed to help advisers navigate that transition." Cilmi spent seven years at Praemium, where he led the investment governance team responsible for ...