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Showing 1651 - 1660 of 2871 results for "Advisory"

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established the funds management business in 2007. For the time being the business will continue ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
AZ Next Generation Advisory has acquired a Perth based financial planning firm and revealed plans to establish a 'Next-Generation Eco-system.' AZ Next Generation Advisory (AZ NGA) has signed a binding sale and purchase agreement to acquire On-Track ...

HLB Mann Judd launches new advice arm

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Accounting and financial advice firm HLB Mann Judd Sydney has started its new debt advisory business. The new business is a joint venture with banking executive James Macfarlane, who has joined HLB Mann Judd as a director of HLB Debt Advisory. HLB Debt ...

YBR hits back at Bouris expose

ALEX BURKE  |  FRIDAY, 28 OCT 2016
... expenses. Adrian Bouris, meanwhile, was targeted in the report due to alleged "fees paid to BBB for corporate finance advisory services" of up to $2.1 million over five years. YBR said the figure "ignores the true cost and benefit of this work to the ...

Ignition Wealth makes two senior hires

ALEX BURKE  |  WEDNESDAY, 26 OCT 2016
Ignition Wealth has appointed a head of sales and a member to its advisory board. Richard Liverpool, joining as head of sales, was previously national practice development manager at Total Financial Solutions. Prior to that, he was a regional manager ...

Impact investing delivers wide reaching returns

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... the lives of thousands of people," co-author of the report and chair of Impact Investing Australia and the Australian Advisory Board on Impact Investing, Rosemary Addis said. "This provides a concrete baseline for the robust data that is needed to encourage ...

AZ NGA subsidiary makes first acquisition

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2016
AZ NGA subsidiary Logiro has acquired a Queensland advice practice. The advisory firm, which partnered with AZ NGA three months ago, has nearly doubled its size with the purchase of Aspire Strategic Retirement Specialists (Aspire). Aspire services more ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
... aspects of wealth management for families, including tax, risk consulting, lending, insurance, SMSF, audit and business advisory. The idea is to create a service model resembling that offered to "traditional" family offices, which Findex defines as the ...

JANA strengthens consultancy team

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
... manager Dimensional Fund Advisors. JANA has also appointed Michael Donohue as a consult to some of the firm's largest advisory clients, also becoming a member of the fixed income, cash and currency research teams. Donohue was most recently general manager ...