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Showing 21 - 30 of 265 results for "advice"

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... technology advancements indicate growth opportunities in non-advisor channels. "The backbone of individual business is the advice business but the funnel through the advisor has got narrower. In addition, people's buying patterns are changing. They're ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025  |  NEWS
... Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment advice to a range of non-profit and private clients across Australia. As part of his role he worked with clients to develop long-term ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... the appointment of Adam Philippe, who joins as distribution director to manage the fund's relationship with financial advice practices in regional Australia. Before joining GCQ, Philippe was chief operating officer at Roc Partners and spent thirteen ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... His appointment comes two months after Cambooya head of investment Katheryn Young, left to join TCorp as head of client advice and portfolio management.This month sees the finalisation of Qantas Super's merger with Australian Retirement Trust. Meanwhile ...

HESTA hunts for portfolio construction and risk specialist

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025  |  NEWS
... years at Frontier Advisors as head of alternatives and derivatives. There, he led a team covering research and specialist advice to clients on derivative strategies, alternative investments, risk management and portfolio construction. Before Frontier ...

Regulation drives ESG advice boom

ROSE MARY PETRASS  |  MONDAY, 10 FEB 2025  |  NEWS
Consulting firms and artificial intelligence (AI) tools are experiencing growing demand from entities struggling to navigate new ESG rules, according to global technology research and advisory firm Information Services Group (ISG). A doubling down of ...

Cbus hunts for new ESG head

ROSE MARY PETRASS  |  FRIDAY, 7 FEB 2025  |  NEWS
... Investor Group on Climate Change (IGCC) and the Responsible Investment Association of Australasia (RIAA). She has also given advice on sustainable investing for the Australian Sustainable Finance Initiative (ASFI). BGH Capital did not comment at the ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... "Trent's strong network, coupled with his client-first approach and significant industry experience across key facets of the advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated ...

Frontier hires new real assets lead

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... portfolios of many Frontier clients since that time with strong long-term performance across the clientbase influenced by that advice.M