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Showing 161 - 170 of 2805 results for "Advisory"

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN | FRIDAY, 5 SEP 2025

... offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of the ...

Fortitude Investment Partners expands team

MICHELLE BALTAZAR | THURSDAY, 4 SEP 2025

... markets fund administration, including her most recent role at Apex Australia while Stafford was previously at Wilsons Advisory and Goldman Sachs. The new hires strengthen the group's differentiated investment capability, said Nick Miller, co-founder ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN | WEDNESDAY, 3 SEP 2025

... million of which is to be paid by the advice sub-sector. "The major collapses that we have seen so far, including Dixon Advisory, United Global Capital, Brite Advisory, Shield and First Guardian, each point to a key product failure element. To attribute ...

Clime investments chief resigns

KARREN VERGARA | MONDAY, 1 SEP 2025

... million grew from $11.8 million year on year where most of the growth was driven by the private wealth and corporate advisory unit. Clime managing director Michael Baragwanath attributed part of the turnaround to offloading Madison Financial Group last ...

K2 Asset Management seeks M&A partners

KARREN VERGARA | FRIDAY, 29 AUG 2025

... reaching $4.7 billion. Its ETFs and listed fund services had $303.3 million while the funds management and investment advisory unit had $291 million. Total FUM grew 14% year over year while revenues of $6.2 million increased by 17%. The group made a ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON | FRIDAY, 29 AUG 2025

... government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the inquiry ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA | WEDNESDAY, 27 AUG 2025

... reporting solutions. Based in the UK, intelliflo was founded in 2004 and is used by more than 30,000 professionals from 2600 advisory firms. Carlyle Europe Technology Partners managing director Fernando Chueca said: "intelliflo is a mission-critical ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON | THURSDAY, 21 AUG 2025

Canaccord Genuity Group is acquiring Wilsons Advisory as part of efforts to grow its local operations. The acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business ...

Insignia Financial back in the black

JAMIE WILLIAMSON | THURSDAY, 21 AUG 2025

... underlying profits were up 73% to $27 million. Much of this was due to operating expenses dropping after the Rhombus Advisory separation, though the group said these savings were offset by increases in salaries and adviser incentives over the period. ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR | THURSDAY, 21 AUG 2025

... Mutual Trust adds three partners ). In November, the group had merged with a South Australian-based firm, CMS Private Advisory, to meet the growing ultra high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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