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Showing 221 - 230 of 407 results for "Advisory Firm"

Former ClearView chair joins CountPlus

ALEX BURKE  |  TUESDAY, 17 JAN 2017
... the former independent chair of ClearView Wealth and Credit Suisse Asset Management. After working at a corporate advisory firm specialising in equity and debt funding, Kellerman spent 10 years at Perpetual where he eventually became head of compliance ...

Financial services exposed to high cyber risk

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
... likely than any other form of cyber security incident. This is the key finding of new survey results published by advisory firm BDO, in conjunction with cyber emergency response team AusCERT. The report revealed that 20% of incidents that occurred over ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ...

Industry fund leads way for flexible workplaces

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... our people. I am delighted to say that the results speak for themselves." Global engineering and infrastructure advisory firm Aurecon have a similar approach; ensuring flexible work is accessible by all employees and has removed the need to specify a ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established the funds management business in 2007. For the time being the business will continue ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
A former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

AZ NGA subsidiary makes first acquisition

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2016
AZ NGA subsidiary Logiro has acquired a Queensland advice practice. The advisory firm, which partnered with AZ NGA three months ago, has nearly doubled its size with the purchase of Aspire Strategic Retirement Specialists (Aspire). Aspire services more ...

Findex brings family office to the masses

ALEX BURKE  |  THURSDAY, 20 OCT 2016
... sizes, giving them the same services and quality advice at an affordable cost. As Australia's largest diversified advisory firm, we're uniquely placed to deliver value across all aspects of our clients' financial needs."

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
Lonsec has sold its stockbroking business to a locally owned financial services clearing firm. FinClear, a provider of wholesale market access and outsourcing solutions, has acquired the broking arm which will continue to provide clients with exclusive ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
... also held senior private wealth roles at Deutsche Bank, Citigroup and WestLB. Kelly + Partners is a private wealth advisory firm with more than 150 staff across 10 New South Wales offices. It offers audit, cloud accounting, compulsory acquisition, family ...