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Showing 1431 - 1440 of 2871 results for "Advisory"

Whitehelm Capital acquires AGL assets

KARREN VERGARA  |  FRIDAY, 27 APR 2018
... investors seeking stable returns from true infrastructure assets, he said. Combined Super recently appointed Whitehelm's advisory business as its investment consultant. It is understood the super fund's previous investment consultant was Mercer. Combined ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

MFS executives create advisory council

KANIKA SOOD  |  THURSDAY, 19 APR 2018
MFS Investment Management has pooled five of its top executives and a retired portfolio manager to form an advisory council that will consult and collaborate with the firm's investment team. The MFS Investment Advisory Council (IAC) will counsel current ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A self-managed superannuation industry stalwart has taken on a board advisory role with a boutique funds management firm. Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account ...

CountPlus firm acquires NSW practice

ALEX BURKE  |  FRIDAY, 13 APR 2018
... its Wagga Wagga-based business unit and another member firm, Total Financial Solutions, also sold a 30% stake in Nixon Advisory to the latter's founder, Bob Nixon.

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... be used while interacting directly with clients. Established in 2009, Optimo Financial provides financial models and advisory services to banks, industrial companies and regulators. The adviser simply enters the clients' details and their financial status ...

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
... manager at Credit Suisse. Arnold launched Aoris after his departure from Evans & Partners following the merger with Dixon Advisory. Parent company Evans Dixon has lodged a prospectus for an initial public offering on the ASX, for up to 62.9 million shares ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
Listed crypto advisory firm DigitalX has launched a fund that will predominantly invest in cryptocurrencies and form part of its newly-formed funds management division led by a former Ellerston Capital portfolio manager. Its inaugural fund, DigitalX ...

Asset consultant announces senior hire

HARRISON WORLEY  |  FRIDAY, 6 APR 2018
... under advice has landed a Mercer lead consultant to strengthen its advice capabilities. Elie Saikaly will join the senior advisory ranks at Frontier Advisors as a principal consultant from June. The hire is the latest in a series of appointments at Frontier ...