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Showing 161 - 170 of 288 results for "Financial Advisory"

AMP merges fin planning businesses

BEN COLLINS  |  WEDNESDAY, 21 NOV 2012
AMP financial planning business ipac announced yesterday that it would integrate boutique financial advisory firm Tynan Mackenzie under the ipac brand. Tynan Mackenzie is also part of the AMP group. The integration will see Tynan Mackenzie transition ...

SMSF industry hits back on 'rort' claims

MELANIE TIMBRELL  |  FRIDAY, 28 SEP 2012
... recent papers ignore tax concessions available to all superannuation members. Nerida Cole, managing director Financial Advisory at the firm said recent ATO statistics affirmed that SMSFs were popular with a broad range of income earners and that claims ...

Lazard consolidates Sydney foothold

MARK STORY  |  TUESDAY, 11 SEP 2012
... level. "We now have the opportunity to offer our clients access to Lazard's powerful network of outstanding financial advisory bankers and key decision-makers around the world," said O'Sullivan a former London-based managing director of Bank of America. ...

Joyce Phillips appointed to FSC board

BEN COLLINS  |  FRIDAY, 7 SEP 2012
... services sector, including wholesale funds management businesses, superannuation funds, life insurers, and financial advisory networks. It has over 130 member organisations which are responsible for investing more than $1.8 trillion on behalf of 11 million ...

FSC super governance policy forces independence

BEN COLLINS  |  MONDAY, 27 AUG 2012
... represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks, trustee companies and public trustees. It has over 130 members who are responsible for investing more than $1.8 ...

Crystal Wealth appoints former Multiport CEO

LINDA HAUSKEN  |  MONDAY, 6 AUG 2012
Boutique financial advisory and investment management firm Crystal Wealth Partners has named former Multiport chief executive John McIlroy as company director and shareholder. Prior to joining Crystal Wealth Partners, McIlroy was the founder of SMSF ...

FSC elects deputy chairman

BEN COLLINS  |  WEDNESDAY, 27 JUN 2012
... services sector, including wholesale funds management businesses, superannuation funds, life insurers, and financial advisory networks. The Council has over 130 members who are responsible for investing more than $1.8 trillion on behalf of 11 million ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... disciplines. "The concept of trust has never been more important in financial services and individual investors and financial advisory firms alike are seeing the attractions of partnerships with businesses that have been offering services such as estate ...

AFA opens Adviser of the Year nominations

LINDA HAUSKEN  |  FRIDAY, 8 JUN 2012
... "The honour roll of finalists and winners includes some of the true leaders, pioneers and visionaries of the financial advisory community." Nominations for the award close on July 31 and the winner will be announced at the AFA's annual conference gala ...

Consortium buys Challenger Infrastructure Fund assets

BEN COLLINS  |  TUESDAY, 5 JUN 2012
... pension fund investors globally," he said. Access' European investment team, led by Stephen Burns, provided financial advisory services for the acquisition. "We consider an investment in LBC to offer strong risk-adjusted returns and it is a good fit ...