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Showing 231 - 240 of 407 results for "Advisory Firm"

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... they rebalance a portfolio or make a change to the assets held in a client's portfolio," said Heather. "Whether an advisory firm manages portfolios in-house or outsources portfolio management to professional managers, they have a range of choices across ...

Advisory firm has licence cancelled

MARK SMITH  |  MONDAY, 19 SEP 2016
Melbourne-based corporate advisory firm Allegianz has had its financial services licence cancelled by ASIC for failing to lodge financial statements and auditor reports. Allegianz's AFSL was suspended for six months in March 2016 after the company failed ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... BondAdviser has made two key board appointments and has partnered with a national independently owned financial advisory firm. BondAdviser has appointed Steve Dammerer as chair and Graeme Abram as a non-executive director. Dammerer has over 30 years' ...

Spring FG CEO steps down temporarily

JAMIE WILLIAMSON  |  WEDNESDAY, 31 AUG 2016
... and managing director of Moneytree Group - an independently owned and operated financial planning and investment advisory firm which was acquired by Spring FG in 2014. In a statement Spring FG said that the temporary restructure was necessary to lessen ...

Prime Financial increases stake in MPR

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... purchasing its largest stake in any one company, entering arrangements to increase holdings in Melbourne accounting and advisory firm MPR Group. Prime is increasing its stake in MPR from 40% to 93% through the issue of new shares by MPR and the acquisition ...

UniSuper develops personalised retirement benchmark

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... Index provides a dynamic approach to assess how members are tracking to their individual retirement goals." Global advisory firm Willis Towers Watson was engaged to examine the retirement preparedness of UniSuper's members against a new benchmark using ...

Advisory firm appoints new CIO

DARREN SNYDER  |  WEDNESDAY, 20 JUL 2016
... portfolios, including any new strategies as well as the provision of relevant financial market insights and updates to the advisory firm's investor base. This responsibility will be across both Viridian Portfolio Management and Viridian Private Wealth. ...

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

Former Sunsuper CIO joins advisory firm

MARK SMITH  |  MONDAY, 18 JUL 2016
Sydney-based advisory firm, MCG Wealth Management, has appointed a former chief investment officer of Sunsuper to head for its investment committee. Stepping into the role is Jack Gray, who was most recently co-head of asset allocation at GMO Boston. ...

Fortnum adds five new practices

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
Independently-owned dealer group Fortnum Financial Advisers has broadened its reach across three Australian cities with five practices joining the group's boutique offering, FPSA Group (FPSA). Lifeguard Financial Services, APS Financial Planning and ...