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Showing 241 - 250 of 407 results for "Advisory Firm"

BDO appoints super partner

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
Corporate advisory firm BDO has hired an industry specialist for a newly created role recognising the importance wealth and retirement planning will play in its business. Joining BDO as a partner this week is superannuation specialist Mark Wilkinson. ...

Merger gives Bentleys state-wide presence

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... the merger with Tenuto Financial will position Bentleys as the largest Tasmanian owned state-wide accounting and advisory firm with offices in Hobart, Launceston, Ulverstone and Sheffield. As part of the merger Tenuto Financial will relocate to the Bentleys ...

Top companies still in the dark on ESG

DARREN SNYDER  |  THURSDAY, 2 JUN 2016
Corporate advisory firm Company Matters believes there are several companies within the ASX 300 who are coming up short when it comes to ESG disclosure. Company Matters director Janine Rolfe said the recent KPMG analysis of listed entities' disclosures ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
Self-licensed advisory firm Knight Financial Advisors has launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary ...

Boomers driving interest in PAFs

MARK SMITH  |  TUESDAY, 17 MAY 2016
... ancillary funds (PAFs) following liquidity events such as the sales of a business, according to national accounting and advisory firm William Buck. A PAF is a philanthropic trust structure which allows people to take a more planned and tax efficient ...

Future Generation appoints CEO

ALEX BURKE  |  FRIDAY, 6 MAY 2016
... joint CEO Chris Donohoe. Donohoe will remain on Future Generation's investment committee while heading up corporate advisory firm Seed Partnerships. Walsh is also chief executive of Future Generation Investment Company. Prior to both, Walsh was the chief ...

Findex partners to advance medical research

DARREN SNYDER  |  FRIDAY, 29 APR 2016
... medical research. The MRFF will be part of a paradigm shift and drawing upon the insights of a successful business advisory firm will help us get it right."

Advisers shouldn't overlook workplace super

KERRIE SYDEE  |  WEDNESDAY, 27 APR 2016
... a pathway to success as a workplace super adviser." Financial adviser Paul Mann, managing director of financial advisory firm Moneywise Global, said his partnership with a workplace super provider has allowed him to better service his clients, grow his ...

Global institutions join sustainable investment group

DARREN SNYDER  |  THURSDAY, 7 APR 2016
... financing structures for investments in clean energy and other sustainability focused projects. Newly formed investment advisory firm, The Aligned Intermediary, which represents a group of long-term institutional investors, will collaborate on specific ...

Crowe Horwath makes two senior appointments

KERRIE SYDEE  |  MONDAY, 4 APR 2016
... principals respectively. Ward joins Crowe Horwath from Credo Advisory Partners, an independent boutique corporate advisory firm specialising in the provision of Merger & Acquisition (M&A) advice. Prior to that he was head of Queensland M&A operations ...