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Showing 121 - 130 of 2805 results for "Advisory"

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

ASX names chief compliance officer

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... for more than three years. Commenting, Lofthouse said the appointment builds on the establishment of the newly formed Advisory Group on Corporate Governance (AGCG), which replaces the ASX Corporate Governance Council. "I am delighted that Lucinda is ...

Uniting Financial Services appoints chief executive

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... restricting at Klynveld Peat Marwick Goerdeler (KPMG) and Pricewaterhouse Coopers (PwC). He also tenured at a boutique advisory and as the chief executive of an NFP start up. These roles spanned the UK and Europe as well as the US and South-East Asia ...

AZ NGA expands in South Australia

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
... accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching ...

Phillip Lowe to chair ASX Advisory Group

ANGELIQUE MINAS  |  TUESDAY, 4 NOV 2025
The ASX announced Phillip Lowe as chair of the newly formed Advisory Group on Corporate Governance (AGCG). Per the recommendations made in the October expert review panel's report, the AGCG was established to replace the ASX Corporate Governance Council. ...

Hiring blitz continues at Ascalon

ELIZABETH FRY  |  THURSDAY, 30 OCT 2025
... oversee platform and fund relationships, distribution, practice management and implementation teams, and the corporate advisory function. These areas that underpin Ascalon's collaborative model and its work with advice businesses, asset managers ...

FAAA names new board members

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ...

L1 Group replaces chief, seeks $330m

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
... fleet management and employee benefits company, between 2019 and 2023. After that, he was a director of M&A and corporate advisory firm Leins Capital. His prior experience includes working as co-head of financial institutions at UBS in Australia and ...

Shield, First Guardian fallout calls for tougher scrutiny on research houses, licensee governance

MATTHEW WAI  |  FRIDAY, 24 OCT 2025
... widespread coverage, potentially doubling the cost, he added. "If fund managers want to raise serious money from the advisory market, they need a research report, and more importantly, a positive rating, as a starting point to getting on APLs, and then ...