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Showing 201 - 210 of 621 results for "Advice firm"

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
The former head of portfolio management at AMP Capital has joined an asset consultant as a partner. Darren Beesley became a partner at Evidentia in October, following a stint as portfolio management lead for the multi-asset group at AMP Capital. Prior ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
A high-net-worth financial advice firm formerly licensed by Hillross Financial Services has merged with William Buck. Brisbane-based Hillross Montefiore & Co. operated under the banner of William Buck as of yesterday. Director and private client adviser ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...

Six Park hires operations chief

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
... standard portfolios. This year, it launched its first sustainable options with Summerhill Financial Services, a Melbourne advice firm, and partnered with Zella Wealth's Victoria Devine to launch an investment platform for her podcast She's on ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

HNW advice firm opens to retail investors

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
A high-net-worth advice firm opened its doors to retail clients, launching four investment options for entry level investors who want to build their wealth. Hamilton Wealth Partners has launched HWP invest, available to investors with a minimum of $10,000. ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds. The 2021 Netwealth AdviceTech Report found advisers spent ...