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Showing 221 - 230 of 2808 results for "Advisory"

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... spectrum. I think that's the thing we shouldn't lose sight of." Morgans Financial executive director of corporate advisory Philip Lee agreed the concentration of capital in Australian markets is a concern. "The growth engine of the Australian ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... already destabilising the SMSF sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain patient ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
Jarden has nabbed a Rothschild & Co heavyweight to further bolster its trans-Tasman strategic advisory business. Sam Prentice has joined the trans-Tasman stockbroker as a managing director. Jarden said he has been instrumental in building Rothschild's ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... research, modelling and consulting background will be a valuable asset across both our property research program and client advisory workDarwis will join the asset consultant later this month, focusing on investment and manager research. She will be ...

Citco secures powerful backer in global investment firm

ANDREW MCKEAN  |  WEDNESDAY, 14 MAY 2025
... Jeffrey Jaensubhakij was mooted to depart from the role after nearly three decades. He has since transitioned into an advisory role within the organisation.

Former Qualitas duo launch funds management shop

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
Former Qualitas duo Manuel Paraskevos and Ethan Dixon have opened Poinsettia Capital, a Brisbane-based advisory and funds management firm that provides tailored debt and equity finance for mid-market residential projects in South-East Queensland. The ...

Ascent Investment mastermind cops 33 criminal charges

KARREN VERGARA  |  MONDAY, 12 MAY 2025
... million in assets. The following year, the Federal Court appointed Matthew Donnelly and Sean Holmes of Deloitte Financial Advisory as provisional liquidators of Ascent. In 2023, the Federal Court then ordered Ascent to be wound up on just and equitable ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... he hunted for deals and managed the due diligence process for acquisitions. At JLL, Walsh sat with the valuations and advisory team. After four years at Aware Super, ESG manager Louise Bradshaw has switched superannuation funds. She has joined CareSuper ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... in the investment industry. Before joining Wilson AM, he served as a global equity portfolio manager at Wilson's advisory arm and was a credit research analyst at UBS Asset Management. Milne, the second investment professional to get a title bump ...

What Labor's second term means for regulators

KARREN VERGARA  |  TUESDAY, 6 MAY 2025
... unfair trading prohibition. The election also upended the highly anticipated public inquiry into the failures of Dixon Advisory, which was slated to provide a report by the last sitting day of March 2025. The Financial Advice Association Australia (FAAA) ...