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Showing 81 - 90 of 440 results for "adviser"

GROW recruits HESTA exec to lead product push

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025  |  NEWS
Superannuation administrator GROW Inc has secured two heavyweight hires to spearhead its people and product functions. Trevin Erichsen has been named chief product officer, with HR specialist Marcus Waterreus taking on the role of chief people officer. ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025  |  NEWS
... progress through Koda's associate-to-partner pathway program. Oryl joined Koda in 2018 as associate and became an adviser three years later, specialising in providing comprehensive investment, family office, and philanthropic advisory services to ...

Podcast: Clearing up confusion on product labelling

THE GREENER WAY  |  TUESDAY, 2 SEP 2025  |  NEWS
Is it still the wild, wild west on product labelling for sustainable investments? In this podcast, host Michelle Baltazar chats with Dugald Higgins, head of responsible investment and real assets for the broader Zenith Group, on how financial advisers ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025  |  NEWS
... Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a general manager at Financial Framework and partnership manager at AMP prior to her current role. "Emma's ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025  |  NEWS
... business management unit. Last month, Focus Partners Wealth was named as the top fastest growing registered investment adviser firm in the US by an industry publication, based on a list of top 50 firms with more than US$500 million in assets under management ...

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
AMP continues to expand its North platform business with the appointment of a top sales manager. Amanda Trenfield joins North as senior manager, asset consultant partnerships. Trenfield boasts over 20 years of experience in launching and supporting ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
... marketing director at Capital Group for more than seven years, responsible for the marketing function and brand across adviser, wholesale, and institutional channels for Australia. She has also held senior marketing roles with SuperConcepts, AMP and ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025  |  NEWS
Leading asset 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. ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025  |  NEWS
... 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 that Picture Wealth has signed 42 advisers in the past ...