Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 161 - 170 of 437 results for "Financial advisor"

New Bentleys director to encourage growth

JAMIE WILLIAMSON  |  THURSDAY, 1 SEP 2016
Bentleys NSW has appointed a new director to focus on growing key sectors and attracting new business. Current Zeobond chief executive Jannie van Deventer will assist in driving the wealth management firm's strategy to "broaden and strengthen capabilities ...

PSK completes acquisition of Sydney firm

KERRIE SYDEE  |  TUESDAY, 16 AUG 2016
PSK Financial Services has acquired a Chatswood-based financial planning firm, bringing the group's total funds under advice to $2 billion. Founded more than 20 years' ago, Legan Financial Services is currently responsible for $420 million of funds ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ...

Evans and Partners expands investment team

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Evans and Partners has appointed a senior research analyst and research analyst to their international equities team. Joining established team members Stephen Arnold and Nick Cregan, James Hannam joins as a senior research analyst and Will Dowd as a ...

Time to review MySuper effectiveness

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
A superannuation advisory group says now is an opportune time for funds and members to review MySuper offerings and question whether it's the solution they were looking for. One of superannuation's largest reforms, the transition of default members ...

BetaShares launches model portfolio service for advisers

MARK SMITH  |  MONDAY, 6 JUN 2016
BetaShares has launched an asset allocation and ETF model portfolio service for its financial adviser clients. The service comprises a modular set of solutions. The first module is a strategic asset allocation (SAA) based on forward-looking expected ...

Crowe Horwath acquires QLD firm

KERRIE SYDEE  |  MONDAY, 30 MAY 2016
Findex-owned national accounting and financial advisory group Crowe Horwath has acquired a Queensland accountancy firm. The Queensland arm of Moore Stephens has reached an agreement to become part of Crowe Horwath. Commenting on the agreement, Findex ...

AIA launches adviser wellness program

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
Life insurer AIA Australia has launched a 12-week executive wellness program targeted at financial advisers to enhance their business value and personal effectiveness as business owners. The initiative will be based around AIA's Vitality program and ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

AZ NGA signs twelfth firm

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
AZ Next Generation Advisory has signed a binding sale and purchase agreement to acquire the entire capital of its twelfth firm. Sterling Planners was established in 1997 and currently services clients from North Sydney. The firm offers clients a full ...