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Showing 191 - 200 of 2805 results for "Advisory"

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... was an authorised representative of Principal Financial Group, Total Financial Solutions Australia, and Wealth Effect Advisory. Further until August 2024, King was a director of Wealth Effect Advisory, King Financial Group (NSW), King Financial Group ...

Global advisory firm acquires Boutique Capital

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
Corporate governance and advisory services firm Acclime has acquired Boutique Capital, a North Sydney-based specialist in fund incubation and wholesale fund services. Acclime said the move significantly expands its capabilities in fund establishment ...

Metrics managing partner departs

ELIZA BAVIN  |  WEDNESDAY, 2 JUL 2025
... leadership transition plan. "He will remain fully engaged in the business until his retirement date and will continue in an advisory role thereafter to ensure continuity for investors and clients," Metrics said. The board congratulated McNamara on an ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... backed by the capability of a global company." As part of the integration, Escala's founding partner and former head of advisory, Ben James, has been appointed chief executive. Torty Howard, meanwhile, was named chief operating officer, while Simon Dawkins ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... have no hesitation in supporting this strategic partnership." Viridian as about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services ...

Brite Advisors auditor admits failures, surrenders registration

ANDREW MCKEAN  |  FRIDAY, 27 JUN 2025
ASIC has accepted a court enforceable undertaking from DM Advisory Services principal David Makowa, the auditor of Brite Advisors. Makowa, a veteran of more than 20 years in practice - including stints at Ernst & Young and KPMG - has surrendered his ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... alignment of values, vision, and opportunity. With their fully annuitised funds management business and a solid wealth advisory platform, this sets us up to take advantage of major growth opportunities across the trans-Tasman region." Meanwhile, ISG ...

TWG Global to acquire LA Lakers: Reports

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... billion (US$20bn). TWG Global chief executive and co-chair Mark Walter is also the chief executive of investment and advisory financial services firm Guggenheim Partners. Former NBA player Earvin "Magic" Johnson is part of Guggenheim's consortium ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... Perennial's Better Future small and mid-cap focused fund, it said. Meantime, Melior chief executive Lucy Steed will take on an advisory role at Perennial and will become chair of the Melior Advisory Council relating to the fund. Perennial executive director ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... policies, before taking up the role at the city-state's finance ministry. Currently, Ding serves on the International Advisory Boards of Climate Impact X and the International Blue Carbon Institute. Moreover, she is an advocate for social and women's ...