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Showing 131 - 140 of 2830 results for "Advisory"

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ...

Advisers want to boost client book by 36%: CFS

KARREN VERGARA  |  MONDAY, 24 NOV 2025
... advice, such as producing Statements of Advice, is the next biggest barrier. The report's co-author and Empower Business Advisory founder Recep Peker said building more streamlined and profitable practices is a key strategic priority for most advice ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
... investment options preferences and see how switching investments could affect retirement income. Among these optimisation advisory solutions, are downsizer strategy support, tax-efficient recontribution advice and reducing tax for beneficiaries and increase ...

Super moves: ART, AustralianSuper, Rest, Unisuper

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... funds, as well as private equity firms. His work included acquisitions and divestments, capital structuring and strategic advisory. Marschall said he was "grateful for the opportunity" and looked forward to contributing to the fund's continued success. ...

Rest hires from AustralianSuper

ELIZABETH FRY  |  THURSDAY, 20 NOV 2025
... worked for Bupa in several roles from 2008 to 2021, culminating in four years as senior legal adviser at head office advisory. In this role, he provided governance and company secretarial support for Bupa's 13 subsidiary boards in Australia and New ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... productivity challenges for advice practices", HUB24 said. As part of the investment from HUB24, Finura has separated its advisory business into Finura Services, which will remain 100% owned by Finura Group's directors and staff. Finura joint managing ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... joining Milford in 2020, [Goodwin] has been instrumental in driving the business' growth within the Australian financial advisory network. Under her leadership, Milford Australia has built a high-performing distribution team, established relationships ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... The CSLR did outline the major failures that have been accounted for in the FY27 estimate, saying the collapse of Dixon Advisory and Superannuation Services continues to make its mark. It's expected in FY27 that 898 DASS determinations will be made ...

Top fund scoops up APRA's investment risk chief

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... research, asset allocation and liability-driven investment strategies. Before joining APRA, he was head of investment advisory at TCorp, having transferred from NSW WorkCover in 2015, where he served as a director, investment management. Previous roles ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... recent appointments of the firm's new heads of sustainability, infrastructure and alternatives, and span JANA's advisory, research and investment teams - which now sees 100 professionals managing more than $1.7 trillion in funds under advice. ...