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Showing 1061 - 1070 of 2811 results for "Advisory"

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... transition. "We're happy to see our clients in the hands of a company with a clear understanding of the planning and advisory space," he said. "Our clients will have continued access to the CCUBE platform and will soon have access to TradeFloor solutions ...

Macquarie kicks off $400m raise

ALLY SELBY  |  MONDAY, 11 MAY 2020
... maintain diverse sources of funding," the bank said. ANZ Securities, Citigroup Global Markets Australia, CBA, E&P Corporate Advisory, Ord Minnett, Morgans Financial, NAB, and Westpac Institutional have been appointed as joint lead managers. Macquarie ...

Kiwi investment firm nabs Aussie talent

ALLY SELBY  |  FRIDAY, 8 MAY 2020
A New Zealand-based investment and advisory group with a strategically alliance with Credit Suisse has nabbed four Aussie senior investment bankers as it moves into the Australian market. Jarden Capital has locked down three UBS senior bankers and one ...

ASX appoints compliance chief

ALLY SELBY  |  THURSDAY, 7 MAY 2020
... decade in the role. The ASX's deputy general counsel Janine Ryan will take over from Kevin Lewis as he shifts into an advisory role ahead of his retirement in mid-2022. ASX Corporate Governance Council chair Elizabeth Johnstone thanked Lewis for his ...

Asset consultant expands into retail market

ELIZA BAVIN  |  MONDAY, 4 MAY 2020
... marketplace and the importance of good governance and of non-conflicted business models." JANA said it will draw on its advisory and implemented consulting expertise to offer managed account and consulting services to high quality financial advice and ...

Industry fund adds to executive leadership

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... than $10 billion has filled two c-suite roles vacated earlier this year. Statewide Super has appointed Deloitte risk advisory director Jason Muir as chief risk officer, and EY director Simone Dyda as chief financial officer. Muir brings more than a decade ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
AZ Next Generation Advisory (AZ NGA) has acquired a material interest in a risk advice business with offices in Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven ...

ESG investing now mainstream: deVere

ALLY SELBY  |  TUESDAY, 28 APR 2020
... and the collapse of oil prices have pushed responsible investing to the fore, according to global independent financial advisory deVere. A shift towards ESG was already taking place, however, the COVID-19 crisis has kicked the transition into overdrive ...

Former CFS executive joins platform

JAMIE WILLIAMSON  |  MONDAY, 27 APR 2020
... way up to head of product solutions before taking over responsibility for Wrap in late 2018. Wallace also sits on the advisory board of Financial Executive Women.

Top asset consultants named

ELIZA BAVIN  |  MONDAY, 27 APR 2020
... including a strong focus on governance advice, and delegated investments. "At the same time, we remain very committed to our advisory business, and so it is particularly pleasing to see our advisory clients give us such a positive endorsement," he said. ...