Search Results

Showing 31 - 40 of 318 results for "Advisers"

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 ...

Green moves: Future Generation Women, Tanarra Social Purpose

ELIZABETH FRY  |  MONDAY, 15 DEC 2025  |  NEWS
... Natasha Stott Despoja, Marianne Perkovic and Elizabeth Lewin. Geoff Wilson, founder of Future Generation, said securing advisers of this calibre was a significant milestone. "It underscores the strength of the Future Generation model, which allows investors ...

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... and investment teams, appointing a new business development manager and senior equities trader. Aaron Lin will support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects its commitment to providing advisers with a comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio ...

Federation AM pushes ESG compliance with fresh leadership

RIDDHIMA TALWANI  |  THURSDAY, 27 NOV 2025  |  NEWS
... worked in sales roles at Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth," Rozis said. "Federation ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025  |  NEWS
... responsibilities. Hinze joined Koda in 2021 and has played a central role in shaping the client experience, working with advisers and the investment strategy group to strengthen the firm's investment capability and broaden access to global opportunities. ...