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Showing 181 - 190 of 407 results for "Advisory Firm"

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
The acquisition of Linear dragged Managed Accounts Holdings into the red, results for the June 2018 financial year show. While funds under administration and revenue shot up thanks to the merger, MGP reported a $2.5 million loss after making a profit ...

Aviva appoints insto lead from Russell

KANIKA SOOD  |  MONDAY, 23 JUL 2018
Aviva Investors is welcoming a client solutions director in a freshly-minted role, as it expands the investor base for its $862 million Australian institutional business. Joining Aviva Investors from Russell Investments is Divyesh Bhana. At Russell ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... Prime team. "It's an exciting time to join Prime. As an integrated accounting, wealth management and capital advisory firm for business owners and family groups, it's on a growth trajectory, with already more than $1.1 billion in funds under ...

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... chief executive. Tony Sacre led the Sydney Stock Exchange for two years before joining the mid-tier accounting and advisory firm. Sacre succeeds Mark Chapman, who led the Bentley network for about five years, helping double the membership size of firms ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
... acquired its 35th practice in June last year, securing a 100% shareholding in Brisbane-based accounting and business advisory firm Altezza Partners. Five years ago, Prime embarked on acquiring non-controlling equity stakes in accounting firms. At the ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
To ensure the success of financial advice businesses in the post-Royal Commission world, financial advisers must separate planning and product advice fees, as well as benchmark both planning advice fees and portfolio performance. That is the view of ...

Agriculture investment under parliament microscope

HARRISON WORLEY  |  FRIDAY, 25 MAY 2018
... several comments during his time as Deputy Prime Minister encouraging super funds to invest. In 2015, corporate advisory firm BDO and The University of Queensland released a report which uncovered significant reasons why MySuper products had failed to ...

VOFF asks Medcraft to "face the music"

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
Victims of Financial Fraud (VOFF) are calling on former ASIC chair Greg Medcraft and deputy chair Peter Kell to answer for alleged mishandling of financial services regulation. VOFF wants Medcraft and Kell to be recalled to the Royal Commission so they ...

Saxo Capital Markets hires Aussie markets strategist

HARRISON WORLEY  |  THURSDAY, 17 MAY 2018
... securities and derivatives broker JB Markets, and earlier worked as a relationship manager for wealth management advisory firm KnowledgebankIQ. Australian equities will form the initial focus for Creagh, before her remit expands to include Asia Pacific ...

MGP to expand super solutions, director resigns

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... acquiring the RSE and upon completion it would enable MGP to deliver a "superior superannuation solution to its advisory firm and stockbroking client base." MGP did not disclose further details to the market other than should the transaction complete ...