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Showing 91 - 100 of 189 results for "Advisory Group"

A-REIT added to Asgard platform

DARREN SNYDER | TUESDAY, 27 SEP 2016

... presence in the retail market. In addition the firm has an SMA with Mason Stevens and are running MDAs for a financial advisory group and a number of family offices. Folkestone's funds management platform, with more than $1 billion under management ...

Omniwealth acquires mortgage broker

DARREN SNYDER | FRIDAY, 2 SEP 2016

Advisory group Omniwealth has acquired a mortgage broker to meet the firm's future demand in property and finance, as well as add more expertise to the diversified financial services company. Omniwealth group managing director Matthew Kidd said purchasing ...

UBS Microcap fund added to Macquarie Wrap

MARK SMITH | MONDAY, 25 JUL 2016

The UBS Microcap fund has been approved for inclusion on all the menus on adviser platform Macquarie Wrap. Established only 18 months ago, the UBS Microcap Fund gives investors access to an actively managed, diversified portfolio with some of the fastest ...

Evans and Partners expands investment team

KERRIE SYDEE | TUESDAY, 19 JUL 2016

Evans and Partners has appointed a senior research analyst and research analyst to their international equities team. Joining established team members Stephen Arnold and Nick Cregan, James Hannam joins as a senior research analyst and Will Dowd as a ...

Time to review MySuper effectiveness

DARREN SNYDER | FRIDAY, 1 JUL 2016

A superannuation advisory group says now is an opportune time for funds and members to review MySuper offerings and question whether it's the solution they were looking for. One of superannuation's largest reforms, the transition of default members ...

BetaShares launches model portfolio service for advisers

MARK SMITH | MONDAY, 6 JUN 2016

BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE | MONDAY, 30 MAY 2016

Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE | WEDNESDAY, 13 APR 2016

... swap for AZ NGA shares; the remaining 53% of capital will be paid to the founder team over 10 years. "Priority Advisory Group have established a wonderful reputation as Trusted Advisers on Sydney's North Shore," AZ NGA chief executive Paul Barrett said. ...

WA energy plant adds Canadian owners

DARREN SNYDER | WEDNESDAY, 6 APR 2016

... the investment out of Sydney on behalf of Fengate's investors. The firm was advised by RFC Ambrian, a corporate advisory group in the natural resources sector. The Worsley operation is a 104 Megawatt multi-fuel cogeneration plant that supplies steam ...

Further fintech reform on cards

DARREN SNYDER | TUESDAY, 22 MAR 2016

... digital currencies such as bitcoin. Morrison said Treasury is working closely with the government's new fintech advisory group and the FinTech Australia association to develop several new measures to support the industry.

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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