JANA welcomes senior investment consultant

JANA/appointment/asset-consultants/

JANA Investment Advisers has announced its latest hire to grow its wealth business, who previously held senior consultant roles at Mercer and Lonsec.

AUTHOR

Global CIOs appointed at 2 investment businesses

chief-investment-officer/WTW/Nikko-Asset-Management/Nikko/

The investment business of WTW has promoted a private markets expert to a global leadership role as its CIO steps back after 10 years, while fund manager Nikko Asset Management has welcomed a new CIO.

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CFA Institute moves away from ESG terminology

CFA/CFA-Institute/ESG/sustainable-investing/

Leading education provider CFA Institute has removed “ESG” from its specialist qualification, the latest financial services organisation to move away from the term.

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CFS awards $1bn fixed income mandate to global manager

CFS/colonial-first-state/Man-Group/mandate/

Colonial First State has awarded a significant $1 billion mandate to a global investment management firm amid the growing investor interest for global fixed income.

AUTHOR

Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

Podcast/Relative-Return/

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving

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Research houses up caution to private credit launches

research-house/Lonsec-Research/lonsec/private-credit/private-markets/Metrics/

The rise of private credit funds is giving research houses cause for concern about their viability for retail and wholesale investors and necessitating changes to their research process.

AUTHOR

AMP North reveals new AI adviser assistant

amp/artificial-intelligence/advice-technology/

The platform has launched a new file note assistant for financial advisers powered by artificial intelligence which eliminates the need for manual note-taking.

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RIAA appoints chair as Piper steps down

Australian-Ethical/RIAA/ESG/First-Sentier-Investors/

Responsible Investment Association Australasia chair Ross Piper has stepped down, and the organisation has appointed a successor from First Sentier Investors.

AUTHOR

Former IOOF CEO Kelaher reappears at Sequoia

IOOF/insignia/insignia-financial/Sequoia/Sequoia-financial-group/chris-kelaher/M&A/centrepoint-alliance/

Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee.

AUTHOR

TPB reappoints financial advice director

TPB/Tax-Practitioners-Board/financial-advisers/

A financial planner has been reappointed to the Tax Practitioners Board for a one-year period, following his initial appointment three years ago.

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