Search Results | Showing 131 - 140 of 158 results for "Advisory Group" |
| | | Independently owned wealth advisory group, Centric Wealth, has reshuffled its board of directors ahead of its planned initial public offering next year. Roger Davis has been appointed chairman with Martin Bloom, David MacKenzie, Alan Schwartz and Russel ... |
| | | | ... we give advice without first finding out exactly what the client's circumstances are," he said. The planning and advisory group said no client suffered a loss and many would have benefited from lower costs had they rolled over their money to the AFS-affiliated ... |
| | | | King Financial Services has doubled its size after it acquired two advisory groups with a combined funds under advice (FUA) of $290 million. The Canberra-based company is now one of the largest financial planning firms in the Australian Capital Territory ... |
| | | | There are 1,500 more advisers operating in Australia than this time last year, the biggest jump in nearly four years, according to research from Rainmaker. This translates to there being nearly 18,000 advisers, up 9 per cent in the last 12 months. Rainmaker ... |
| | | | New Zealand-based advisory group ABN AMRO Craigs has signed up to use Gatekeeper, a new software solution developed by InvestmentLink to cater for new legislation around the KiwiSaver scheme. "With less than five months between the Budget and KiwiSaver ... |
| | | | ... fixed income, Rob da Silva will head up operations, while a trio consisting of Spectrum Asset Management, The Post Advisory Group and Principal Global Investors' fixed income team will direct the international operations. "We are delighted to have ARIA ... |
| | | | Australia's largest financial advisory group, Professional Investment Services (PIS), became the first non-Chinese wealth management service in China last week when it opened its new offices in Beijing. The new company, called Bo Jin, will operate in ... |
| | | | ... Entrenching its strategy to become a fully integrated eastern-seaboard trustee and fund services, funds management and advisory group, Equity Trustees (EQT) is holding its first board meeting in Sydney after celebrating the opening of its Brisbane office ... |
| | | | Aviva has acquired a 25 per cent stake in the predominantly Queensland based financial advisory group Infocus Wealth Management, adding its 30 offices and $1.2 billion in funds under administration to the Aviva financial services stable. Aviva's chief ... |
| | | | Advisory group Australian Financial Services (AFS) is growing at a rate of at least 20 practices a year thanks to its highly successful profit sharing model. The Melbourne-based firm has signed up 13 practices since the beginning of the year and AFS ... |
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