Search Results | Showing 41 - 50 of 439 results for "adviser" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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." ... |
| | | | ... colleagues, Josh Martin," Jeyaretnam said. "Reuniting for this next chapter feels both natural and energising." Media adviser Adam Hayne has farewelled Tattarang, the private investment group of Andrew and Nicola Forrest, after four years as communications ... |
| | | | After seven years leading John Wylie's Tanarra Social Purpose, Lisa Kingman is handing the reins to the firm's chief operating officer. Anna McCann will take up the chief executive role early next year, marking a leadership transition at the pro bono ... |
| | | | ... support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships from his previous roles at Macquarie Group and, more recently, Ophir Asset Management. Leah Willis, Australian ... |
| | | | ... business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic direction, national adviser engagement, as well as ensuring excellence in investment, operations and technology capabilities. The firm, which now ... |
| | | | ... non-executive director, and advises Good&Proper. Several other impact ecosystem boards round out her portfolio. The impact-driven adviser highlighted Doolan's potent mix of investment expertise, governance chops, and organisational psychology insight. ... |
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