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Showing 31 - 40 of 434 results for "adviser"

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... has confirmed the appointment of Steven Tang who brings experience in portfolio construction, investment governance and adviser consulting. At Ascalon, he'll work with advice businesses to bring structure and strategic clarity to their investment ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
DASH Technology Group is bolstering its leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah ...

GRI appoints chair to sustainability standard-setting board

RIDDHIMA TALWANI  |  WEDNESDAY, 21 JAN 2026  |  NEWS
... three decades ago," GRI chair of the supervisory board Jane Diplock said. "Her background as a reporting practitioner, an adviser and standard-setter makes her an ideal candidate to place the GRI standards and reporting on impacts at the heart of the ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
Fairlight Capital Partners has appointed a new partner as it continues to tap into the Australian adviser and family office markets. William George joins the employee-owned firm from his role as associate director of The Table Club, an Australian family ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
... Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments ...

SEC criticises proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026  |  NEWS
The Securities and Exchange Commission (SEC) has slammed the oligopolistic nature of the proxy adviser industry and floated the potential for artificial intelligence (AI) to upend their stronghold. Brian Daly, the director of the SEC's division ...

Super moves: WATC, Medibank, HESTA, Future Fund

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
Western Australian Treasury Corporation has appointed Mathew McCrum as head of markets. McCrum joins from U Ethical Investors, where he spent nine months as a fixed income consultant. Before that, he managed fixed interest at UniSuper and spent two ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm and supporting more consistent client outcomes. The incoming national practice ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... investment processes," Satur said. "As demand for investment consulting services continues to grow, his understanding of adviser needs, platform integration and governance will be invaluable as we help clients build robust, future-proof investment frameworks." ...