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Showing 61 - 70 of 318 results for "Advisers"

Philanthropic sectors want investment advisers to step up

KARREN VERGARA  |  MONDAY, 25 AUG 2025  |  NEWS
A new study shows that the philanthropic sector is increasingly demanding investment advisers that can achieve the dual purpose of fulfilling strong financial performance and mission alignment. The Mission Meets Capital report canvassed trusts and foundations ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025  |  NEWS
... platforms at AMP. "She will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients." Trenfield will report into Rory Scott, head of strategic growth at North. In July, AMP named Harry Georges ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025  |  NEWS
... start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found ...

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
... investors." Elston manages $8 billion for retail, wholesale and not-for-profit investors. The fund works with over 750 advisers nationally, providing managed account and unitised investment solutions across eight of Australia's leading wrap platf ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025  |  NEWS
AMP has appointed a new head of national sales for North in a bid to strengthen the team and expand support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... said. "Berit and John bring decades of industry experience and a deep understanding of the challenges and opportunities advisers face every day. Their commercial insight, collaborative mindset, and client-first approach align perfectly with our mission ...

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... an operations specialist, has been with QIC for three years. He previously worked at Independent Fund Administrators & Advisers, as well as Aberdeen Asset Management, JP Morgan Chase, and UBS Investment Bank. Thierry Cojan, based in London and recognised ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025  |  NEWS
... returned to work with Kerr Neilson in 2013 as an investment specialist, bolstering the firm's relationships with advisers in Australia and New Zealand and later expanding the firm's reach into the US. In 2022, he was appointed head of investment ...

Movers and shakers: Cbus, HESTA, Rest, Minderoo and Colonial First State

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025  |  NEWS
... previously covered listed assets, debt and alternatives, and spent almost five years as a consultant at JANA Investment Advisers. HESTA has also farewelled Trevin Erichsen, its member services and operations general manager who stepped down after nearly ...