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Showing 81 - 90 of 321 results for "advice"

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

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025  |  NEWS
... investment-related areas of the business. Essentially, this is an evolution of Gadsden's earlier role aimed at optimising investment advice and client performance outcomes. Justin Tay will then assume the role of head of global equities research. ...

Green moves: Warakirri, La Trobe Financial, Future Generation, Tracker Group, GRI

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025  |  NEWS
... funds platform. Faehndrich will expand Warakirri's relationships in the family office, high-net-worth (HNW) and retail advice markets. With over 25 years of experience in financial services, he was previously La Trobe Financial's state client partnerships ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025  |  NEWS
A former Aware Super head of advice has been appointed chief retirement officer at Team Super ahead of its merger with TWUSUPER to create a $21 billion fund. Reporting to chief executive Vasyl Nair, Sarah Forman has taken up the new role at Team Super ...

Super moves: Future Fund, QIC, Vanguard Super

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025  |  NEWS
... arrived from Future Group, where he was head of strategic research. He led the team responsible for providing strategic advice to the firm's investment committee and trustees. Before joining Future Group in 2022, Zhang was vice president of research ...