Search Results | Showing 21 - 30 of 313 results for "Advisers" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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'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 ... |
| | | | ... 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,' ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
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