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Showing 161 - 170 of 407 results for "Advisory Firm"

MLC transforms advice business

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
... the NAB Group. This involves consolidating its advice brands from five down to two. These would be high-net-worth advisory firm Godfrey Pembroke, as well as a new combined group of advice businesses previously aligned with the Garvan, Apogee and Meritum ...

Risk advisory firms merge

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
Two practices specialising in risk will merge to become an advisory business with about $55 million in premiums under management. MBS Insurance (MBS) and Complete Risk Analysis (CRA) will join forces in a bid to increase scale and improve efficiencies. ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
The former general manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts ...

Spire Capital hires director

KARREN VERGARA  |  FRIDAY, 5 JUL 2019
Spire Capital has welcomed a director who will be responsible for developing partnerships with its family office and high-net-worth client base. Stuart Haigh commenced as a director of the $700 million boutique on July 1. Part of his responsibilities ...

Former Link general manager joins Mercer

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... general manager of legislation and regulatory reform, for over two years. Before Link, he was managing director at advisory firm APG Consulting for two years and was chief of staff to the Federal Assistant Treasurer, and worked alongside senators Arthur ...

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... we are well-positioned to respond and adapt to the rapidly changing market stockbroking, investment and financial advisory firm dynamics," Selvarajah said. Bell Direct is part of ASX-listed stockbroking, investment and financial advisory firm Bell Financial ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
Financial advisers can expect to lose clients as they search for more flexible solutions and value in their relationships. This is according to a new wealth management report from EY, which examines why Australians are not leaving their financial advisers ...

Frontier Advisors adds consultants

JAMIE WILLIAMSON  |  MONDAY, 20 MAY 2019
... expanding its consulting team with two new hires from Mercer and Lonsec. In response to new business growth, the advisory firm will welcome Daniel Leslie and Adrian Hoe as consultants. Both will operate in Frontier Advisors' generalist investment consulting ...

Tribeca partners for new fund, hires lead

KANIKA SOOD  |  MONDAY, 29 APR 2019
The Sydney boutique has partnered with an advisory firm to launch a new fund that will invest in Asian credit. The Tribeca Vanda Asian Credit Fund will be managed by John Stover who joins from global multi-strategy hedge fund Farallon Capital. The fund ...

Multi-affiliate revamps, changes name

ELIZABETH MCARTHUR  |  THURSDAY, 28 MAR 2019
... wealth management firm CI Financial Corp of an 80% stake of the business. That stake was previously held by corporate advisory firm Grant Samuel and a number of executives. Chief executive of GSFM Damien McIntyre said: "The new name reflects both our ...