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| | | ... and wealth practices to deliver sophisticated investment offerings to their end-clients," Yule said. Adamantem managing director Georgina Varley said: "We have admired the business for some time and are attracted to its unique and valuable digital platform ... |
| | | | Insignia Financial has rejected the takeover proposal put forward by Bain Capital last week. In an ASX announcement, the wealth manager said its board believes that, based on its view of the fundamental value of the company, the proposed transaction ... |
| | | | ... retirement decisions, followed by financial media (31%), family members (30%), and a financial adviser (29%). MFS managing director and head of Australia and New Zealand Josh Barton said it is concerning to see how few Australians rely on financial advice ... |
| | | | ... which has seen some 950 advisers across relevant branches transitioning to the two companies. Meanwhile, Oaktree managing director Byron Beath noted that AZ NGA has a proven track record in the space. "AZ NGA has successfully enabled business owners ... |
| | | | ... providing holistic, values-driven advice. Lambert Group is the ideal fit, culturally and strategically," Invest Blue managing director David Stephen said. "Ron and his team bring an incredible 50+ years of expertise and a shared understanding of what ... |
| | | | ... management businesses to drive fee income growth for CLI." Under the deal, Meltzer will continue serve as a non-executive director of Wingate and a senior advisor to CapitaLand Investment in Australia and globally. Tham thanked Meltzer for his stewardship ... |
| | | | Insignia Financial has confirmed it received a takeover bid from US private equity firm Bain Capital following months of speculation. Insignia confirmed to the ASX that Bain Capital lobbed a confidential, preliminary, non-binding, and indicative proposal ... |
| | | | ... said it expects it will achieve full-year earnings towards the top end of the range. Iress chief executive and managing director Marcus Price said the company is on track to reinstate its dividends. "Iress' transformation program concludes delivering ... |
| | | | ... leveraging their relationships in the space, including also securing funding from Atlassian Ventures. QIC investment director Nick Capell said Accoil's founders' long history of building companies together reflects what can be achieved from the Queensland ... |
| | | | ... Income Asset Management (IAM), as the company launches a bond ETF. Press is joining the board of IAM as a non-executive director, effective today. She was most recently a commissioner at ASIC, and is currently chair of the Insignia Financial Superannuation ... |
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