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Showing 201 - 210 of 437 results for "Financial advisor"

PE backed IPOs outperform

ALEX DUNNIN  |  THURSDAY, 10 APR 2014
Initial public offerings backed by private equity investment managers out-perform other IPOs by a factor of almost 50:1, according to research just released by the private equity and venture capital association AVCAL. The study which was prepared by ...

Bell Financial appoints Bell Potter MD to board

ALICE URIBE  |  FRIDAY, 21 MAR 2014
The managing director of Bell Potter Securities Wholesale has been added to the board of broking and financial advisory firm Bell Financial Group (BFG). New board member Charlie Aitken joined Bell Potter in 2010 as part of the Southern Cross Equities ...

British govt to introduce pension choice

ALEX DUNNIN  |  FRIDAY, 21 MAR 2014
The British government is proposing a radical overhaul of the nation's private pensions system and will introduce choice of retirement product and simplify retiree taxation structures. The proposals were announced in the British 2014 Budget that was ...

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
Dealer group Infocus Wealth Management's (Infocus) existing shareholders have bought back MLC's share of the business and will now become fully independently owned. Bucking rumours that the group was looking for an institutional parent, Infocus has ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

SEC prioritises cybersecurity

ALEX DUNNIN  |  THURSDAY, 13 MAR 2014
... specific requirements but principles it expects market participants to follow, reported the US news service Financial Advisor. "Small securities firms won't get a pass on cyber security rules," she said. Cybersecurity awareness has grown as an issue ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Industry funds should offer SMSFs: QMV

JAMES FERNYHOUGH  |  WEDNESDAY, 11 DEC 2013
... there was no reason why industry funds shouldn't develop the SMSF capabilities that banks have. "You'd have a financial advisor, you'd have an accountant. The technology that most industry funds have at the moment wouldn't be able to cater for the reporting ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...