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Showing 171 - 180 of 2805 results for "Advisory"

Commonwealth Super names chief risk and compliance officer

MATTHEW WAI  |  MONDAY, 18 AUG 2025
... functions across various operations and major projects of the organisation. With a legal background, Versace brings risk advisory and compliance expertise from various financial institutions including KPMG, ASIC, NAB, and Northern Trust Corporation. ...

Super board moves: ART, Aware, Brighter Super

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
... Portable Long Service Authority Governing Board, and membership of the Commonwealth Government's National Aged Care Advisory Council and Aged Care Transition Taskforce. "We are delighted to welcome Lloyd Williams to our Board. Lloyd's proven ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms and 350 financial advisers linked with IOOF Alliances will be part of the new structure. In total, Entireti Alliances ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... will remain with the business, continuing to advise clients, drive growth and mentor new advisers. WT Financial provided advisory and due diligence services to TAG, which said it is targeting more acquisitions. In addition to the acquisition, Investco ...

Linda Elkins joins AMP board, Slattery exits

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2025
... AMP Limited and AMP Bank. During this time, she chaired the group's audit committee and the ESG & Sustainability Advisory Group. "I want to thank Andrea for the significant contribution she has made to the AMP Board over the past six years. Her passion ...

HESTA snags Equip Super risk chief

MATTHEW WAI  |  TUESDAY, 5 AUG 2025
... The announcement follows a recent executive shuffle, which saw former chief risk officer Andrew Major moving into an advisory role working closely with the investment leaders and advising on the fund's investment strategy. Commenting, HESTA chief executive ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... placed emphasis on structured, well-governed businesses that operate like a corporate entity, rather than a traditional advisory practice.

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

Australian Ethical PM departs

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... who will assume full management of the fund from the end of September. Australian Ethical said Gracey will remain in an advisory capacity until mid-December 2025. "I've enjoyed the past 20 years at Australian Ethical immensely and am proud to have ...