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Showing 161 - 170 of 1165 results for "Alliance"

AMP appoints general manager, wealth distribution

CHLOE WALKER  |  THURSDAY, 7 JUL 2022
Lisa Sorgini has been appointed to the role of general manager of wealth distribution, as part of AMP's Australian Wealth Management business. Having acted in the role since February this year, Sorgini's permanent appointment takes immediate effect. ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... dividends." The news comes after Diverger proposed a $65 million acquisition of leading financial adviser firm Centrepoint Alliance in late June. The potential merger could create the third largest licensee behind Insignia and AMP.

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... likely due to its acquisition of E.L. & C. Baillieu. However, over 12 months Ords lost advisers and it is Centrepoint Alliance that has had the most advisers join since last July at 61. Finally, there was a total of 128 new AFSLs with at least one financial ...

Centrepoint says Diverger offer overlooks strategic value

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
Diverger's bid for Centrepoint Alliance does not reflect the company's strategic value, the latter's board has determined. Diverger handed Centrepoint a non-binding indicative offer last Thursday, offering about $65 million for 100% of the company's ...

Diverger makes $65m bid for Centrepoint Alliance

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
With a 20% interest already under its belt, Diverger is looking to acquire 100% of Centrepoint Alliance. Yesterday, the listed advice group entered a call option deed with TIGA Trading and Thorney Holdings in respect of 19.99% of Centrepoint. This was ...

Pendal launches new charitable investment vehicle

CHLOE WALKER  |  MONDAY, 6 JUN 2022
... wanting to donate to a good cause to retain control of their capital, Brandweiner added. "This partnership is a natural alliance for Pendal and we are pleased to be able to offer our responsible investing expertise to support the initiative," he said. ...

JBWere seals strategic alliance with Lombard Odier

ANDREW MCKEAN  |  FRIDAY, 27 MAY 2022
JBWere and Lombard Odier have announced an official signing of a strategic alliance agreement. The agreement formalises JBWere's onshore access to Lombard Odier's global diversified and risk-based investment offerings for their high-net-worth and ultra-high-net-worth ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
intellifo has hired Stuart Alsop to support the company's growth in the Australian market. In the newly created role, Alsop will be responsible for business development and building a sales team in Australia. Alsop joins intelliflo from FE fundinfo ...

Charges laid in lengthy ASIC investigation

JAMIE WILLIAMSON  |  MONDAY, 16 MAY 2022
... occurred between July 2013 and April 2014. ASIC alleges he used 17 false transfer forms to arrange for shares in GPS Alliance Holdings Limited, BHP Billiton Limited, and Aquarius Platinum Limited to be transferred from one party to another while knowing ...

Super funds back Say on Climate

RACHEL ALEMBAKIS  |  FRIDAY, 29 APR 2022
New analysis from the Australasian Centre for Corporate Responsibility (ACCR) shows seven superannuation funds and many of the world's largest investment firms backed most 'Say on Climate' votes in 2021. There were 19 'Say on Climate' ...