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Showing 191 - 200 of 2830 results for "Advisory"

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the inquiry ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... reporting solutions. Based in the UK, intelliflo was founded in 2004 and is used by more than 30,000 professionals from 2600 advisory firms. Carlyle Europe Technology Partners managing director Fernando Chueca said: "intelliflo is a mission-critical ...

Canaccord Genuity buys Wilsons Advisory

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
Canaccord Genuity Group is acquiring Wilsons Advisory as part of efforts to grow its local operations. The acquisition has been made via Canaccord Genuity Australia, with the group saying it aligns to its strategy of growing its wealth management business ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... underlying profits were up 73% to $27 million. Much of this was due to operating expenses dropping after the Rhombus Advisory separation, though the group said these savings were offset by increases in salaries and adviser incentives over the period. ...

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... Mutual Trust adds three partners ). In November, the group had merged with a South Australian-based firm, CMS Private Advisory, to meet the growing ultra high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally ...

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 ...