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Showing 211 - 220 of 407 results for "Advisory Firm"

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
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 ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
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 ...

Family office manager expands

KARREN VERGARA  |  TUESDAY, 11 APR 2017
... 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. ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... 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 ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
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 ...

UniSuper redefines comfortable retirement

EMMA RAPAPORT  |  TUESDAY, 14 MAR 2017
... 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 grows geographic footprint

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
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 ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... 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 sells actuarial business

ALEX BURKE  |  FRIDAY, 17 FEB 2017
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 ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... 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 ...