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Showing 21 - 30 of 245 results for "Advisers"

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
... Ribarovsk was a financial planning analyst at PSK Private Wealth. Genium has existing consulting clients servicing over 400 advisers and managing more than $25 billion in funds under advice, including approximately $6 billion in managed accounts.

Green moves: CSIRO, Ethinvest, Social Enterprise Australia

ELIZABETH FRY  |  FRIDAY, 28 MAR 2025  |  NEWS
Social Enterprise Australia has a new chair, as does the CSIRO, while two former Ethinvest advisers have gone out on their own. Social Enterprise Australia has announced that Belinda Morrissey has stepped down as chair and was replaced by board member ...

Impact investing needs instos to scale: Experts

KARREN VERGARA  |  FRIDAY, 28 MAR 2025  |  NEWS
... Impact Investment Summit Asia Pacific heard this morning. Rachel Halpern, the head of sustainability at JANA Investment Advisers, stressed the need for institutional capital to be deployed to impact investing. "We must have it. It's not going at ...

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.