Search Results | Showing 211 - 220 of 407 results for "Advisory Firm" |
| | | The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ... |
| | | | For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ... |
| | | | ... Raechel Strong also joins the firm as an investment analyst. She was previously an associate for boutique investment advisory firm Ark Total Wealth where her responsibilities included developing investment portfolio strategies and overseeing their execution. ... |
| | | | ... subsidiary Wise Planners acquired the corporate superannuation consulting business of a North Sydney-based financial advisory firm. The purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings the total value of funds ... |
| | | | A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ... |
| | | | ... circumstances, and is practical and simple to use and apply," Mr O'Sullivan concluded. UniSuper is working with global advisory firm Willis Towers Watson to develop a deeper understanding of the retirement preparedness of its members. |
| | | | MW Lomax and its international partner Focus acquired a Brisbane-based advisory firm. MW Lomax, which currently has offices in Sydney and Melbourne, has created "a financial services powerhouse" along Australia's east coast with the acquisition of Westwood ... |
| | | | ... within our offer has satisfied increased demand for the inclusion of direct property exposure from a number of our advisory firm clients, particularly those working with self-managed super funds," Heather said. Heather said that, until now, direct property ... |
| | | | Russell Investments will sell its actuarial consulting business to a leading global advisory firm. Willis Towers Watson has entered into a definitive agreement to buy the business from Russell for an undisclosed amount, in a move that WTW described ... |
| | | | ... efficiencies that will include their own managed account model portfolios." Chief executive of Queensland-based advisory firm MGD Wealth, John Barton, said with $600 million in funds under advice already, the partnership will assist the firm's plans ... |
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