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Showing 141 - 150 of 439 results for "Financial advisor"

Crowe Horwath names senior appointments

KARREN VERGARA  |  MONDAY, 5 FEB 2018
Financial advisory and accounting services firm Crowe Horwath has appointed a national lead and promoted a long-serving employee. Jara Dean will be responsible for the audit methodology and function across the business as national technical senior manager ...

Grant Thornton adds financial services partner

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
Grant Thornton Australia is welcoming a new partner in an effort to bolster its financial services footprint. Sydney-based tax expert Himashini Weeraratne will continue to build the firm's asset management, superannuation and fintech service offerings. ...

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
The managing director and chief executive of Infocus Wealth Management is departing, with the company's founder returning to take the reins. The Infocus board announced Rod Bristow is stepping down following six years of leadership. Succeeding Bristow ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
NAB's executive general manager of wealth advice has departed in the midst of a restructure of the wealth business. Greg Miller took on the lead role in 2015. Prior to that, he was general manager of MLC Direct and MLC Advice Solutions. He has also ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

Major advice firm endorses first home super saver scheme

DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
A prominent financial advisory firm is backing the Federal Government's First Home Super Saver Scheme even though it has received backlash from superannuation industry bodies. Dixon Advisory believes the latest draft legislation proposes more flexibility ...

Asset management looks different in 2020: Research

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
Asset management will experience its "largest competitive realignment" over the next three years as the industry continues its increasing rate of mergers and acquisitions. Forty-four M&A deals took place in the first quarter of this year, and an industry ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... saw the need for improvement across the sector, with increased transparency and disclosure in relation to the financial advisor listed as important measures.

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
AZ Next Generation Advisory subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings ...