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

Search Results

Showing 191 - 200 of 407 results for "Advisory Firm"

CountPlus appoints chief operating officer

KARREN VERGARA  |  THURSDAY, 3 MAY 2018
CountPlus named a new chief operating officer and appointed an advisory firm to assess merger and acquisition opportunities. Mark Chapman is the former chief executive of Bentleys Network. He joined the business advisory, accounting and audit firm about ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
Listed crypto advisory firm DigitalX has launched a fund that will predominantly invest in cryptocurrencies and form part of its newly-formed funds management division led by a former Ellerston Capital portfolio manager. Its inaugural fund, DigitalX ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... bookkeeping and management reporting functions. Conrad Francis, director and co-founder of financial planning and advisory firm Inspired Money, sees the direct benefit from outsourcing leading to freeing up time, allowing the team to focus on things ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
... blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... full-year performance and flagged it is close to opening a US office. The stockbroking, investment and financial advisory firm's funds under advice, comprising cash, fixed income, superannuation, margin loans and portfolio administration, shot up 22% ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... joint-chief executive role in 2010. Before Centric Wealth, Castensen was group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be part of ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
A leading corporate advisory firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... structural impediments to women's career development and progress is not a way to appease women employees; it's vital to advisory firm survival and growth in the environment that is emerging," the report reads. SSGA vice president and head of practice ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
Spring Financial Group's head of risk services will transfer over to a specialist risk advisory firm as part of a new exclusive partnership. Rael Kwasnik will join Fairbridge Financial Services so as to expedite the process of migrating Spring FG clients ...