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Showing 151 - 160 of 407 results for "Advisory Firm"

Investment firm nabs former BlackRock fundie

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... APN said. "Danielle has held a number of senior roles, most recently as the chief investment officer at financial advisory firm Strategic Financial Management." Prior to her role at Strategic Financial Management, Carter spent a brief period with boutique ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020. It comes as the platform provider releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including ...

Industry butt heads over super guarantee

ALLY SELBY  |  THURSDAY, 13 FEB 2020
... guarantee (SG) coverage for all Australian workers, including the self-employed and contractors. Superannuation legal advisory firm QMV disagreed, arguing Australians would benefit if they were able to "opt out" of the SG system. QMV Legal partner, Jonathan ...

Non-bank lender acquires Melbourne firm

KANIKA SOOD  |  MONDAY, 10 FEB 2020
... Melbourne firm in a bid for further growth. Pallas Capital has acquired specialist real estate capital placement and advisory firm Gravitas Group earlier this month. Pallas Capital chair Patrick Keenan said Gravitas's investor base will be consolidated ...

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
The Adelaide-based arm of an accounting and advisory firm has promoted a long-term staff member to managing principal. Ben Brazier will take over the reins as managing principal at Pitcher Partners Adelaide for 2020, after 23 years with the firm, 17 ...

Coronavirus in, climate change out: Costello, deVere

ALLY SELBY  |  TUESDAY, 28 JAN 2020
... warned, was a longer-term risk, now shadowed by the global threat of the virus. Meanwhile, independent financial advisory firm deVere Group has warned investors to avoid "knee-jerk reactions" to the economic threat of the coronavirus. The stark warning ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
... managing director, with Semaphore Private staff joining its Melbourne office. "Semaphore Private is a well-regarded advisory firm and shares our personal approach to wealth management and our core belief of helping clients to live for today while planning ...

K2 head of distribution departs

KANIKA SOOD  |  FRIDAY, 6 DEC 2019
K2 Asset Management's head of distribution has left the company, as it posts its first pre-tax loss in two decades and shuts down a global equities fund. Nicholas Allen left the role in October, to join listed property manager APN Group. At APN ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... bonds have delivered exceptional returns in the last 12 months, particularly from a duration position. Boutique advisory firm Asset Builder Financial Services adopts a prudent outlook on asset allocation in light of the current economic climate. Some ...

Evidence of "pay to play" in US pension consulting

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... The research found that presence of a government fund client (for example a public pension plan) for an investment advisory firm was "strongly associated" with the firm's top staff making contributions to state government officials, until the SEC's implementation ...