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Showing 111 - 120 of 2079 results for "Consulting"

IFS recovers $226m in unpaid super

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... and act on non-compliance sooner." IFS provides support in unpaid super recovery, as well as financial advice, and consulting services to some industry funds. Furthermore, IFS said it is investing in technology and automation to enhance its Super Recoveries ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... portfolio design and implementation support. This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The parties did ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

Super moves: TCorp, Mercer, Commonwealth

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... Finance, RSA Archer, and most recently, the Risk Management Institute of Australia. In the short term, he has some consulting work lined up focused on developing a reasonable steps framework under the FAR regime, which will give him time to plan his ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... managers for the research team. She began her career at Zenith as a data analyst before moving through the investment consulting team and finally to research Drummond managing partner and portfolio manager Tom Schubert said the firm continues to grow ...

ASIC places travel restriction on First Guardian RE directors

ELIZA BAVIN  |  WEDNESDAY, 2 JUL 2025
... Falcon, First Guardian and Anderson. On 9 April 2025, the Federal Court appointed Ross Blakeley and Paul Harlond of FTI Consulting as liquidators of Falcon and ordered the liquidators to wind up Falcon, First Guardian and related unregistered subsidiary ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... through a "comprehensive and evolving suite of offerings," Evidentia said. Hugh Holden, formerly a principal for asset consulting at Evidentia, now heads private wealth, and is tasked with driving the firm's private separately managed account solutions ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... at Ascalon Capital. Ascalon last week hired Davis, also a founding partner at Zenith, to lead strategic investment consulting. Founder and investment director David Wright is set to leave Zenith in September, as previously reported. He told Financial ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry the title of key accounts ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... corporate strategy, and investment operations. Jodas brings over 25 years of experience in banking, financial services, and consulting. Before arriving at Brighter Super, he served as CFO at P&N Bank and held various senior roles at Barclays Africa Group ...