Search Results | Showing 131 - 140 of 531 results for "Advice firm" |
| | | Global financial advice firm Connectus Wealth Advisers continues its Australian expansion strategy, announcing it will acquire its fifth wealth management firm in less than a year. Connectus has entered into a definitive agreement to acquire New South ... |
| | | | Stonehouse Financial Group has acquired the books of a long-serving risk adviser who will leave the industry to pursue other interests. Financial adviser Greg Owen has sold his practice GJO Financial Services for an undisclosed amount to Jeremy Chiel ... |
| | | | Australian Wealth Solutions has bowed out of its licence with Garvan Financial Planning after it folded into IOOF and moved across to ASVW Financial Services. AWS attributed the move as part of its long-term strategy to address the needs of clients ... |
| | | | AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ... |
| | | | ... that automates process for investment managers, as well as a partner at Catalyst and Partners, a business-to-business advice firm. |
| | | | One of the ASX-listed advice and accounting group's member firms has acquired an accounting and superannuation specialist. Cooper Reeves and 4Front Holdings have merged and will now be rebranded to 4Front. CountPlus will sell its Cooper Reeves shares ... |
| | | | Melbourne advice firm Hamilton Wealth Partners' co-founder and chief operating officer has left the business after eight years. Ian Gillies was also a partner and a financial adviser. He leaves as he heads into semi-retirement at the age of 64. His ... |
| | | | NASDAQ listed Focus Financial Partners has added a Queensland advice firm to its advice multi-boutique network Connectus. Aspiri Financial Services Group will join Connectus, which in December 2020 acquired S ydney's Brady & Associates Group, Melbourne's ... |
| | | | ... Asia Pacific who left the firm late last year has joined Ignition Advice as its chief executive for Asia. The digital advice firm has tasked Craig Keary with growth in Asia, including China, Japan, Singapore and South Korea. In the new role, Keary will ... |
| | | | Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ... |
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