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Showing 281 - 290 of 407 results for "Advisory Firm"

Countplus misses profit guidance

ALICE URIBE  |  THURSDAY, 21 AUG 2014
Countplus failed to achieve its profit guidance, revealing a 1.7% drop in its net profit after tax (NPAT) due to the sale of a poor performing business and the restructure of another. In its full year 2014 results announcement to the ASX, Countplus ...

Managedaccounts.com.au adds adviser to sales team

STAFF WRITER  |  FRIDAY, 8 AUG 2014
... appointing a former Melbourne- based financial planner. Doug Kirkham has joined the managed account provider from advisory firm, Cameron Walshe Financial Planning, where he had been for eight years. Prior to that, Kirkman was head of sales and distribution ...

US manager appoints Breakwater to bring funds to Australia

MARK SMITH  |  MONDAY, 21 JUL 2014
... Management is entering the Australian institutional market via a distribution partnership with local marketing and advisory firm Breakwater Advisory. Voya IM, formerly known as ING U.S. Investment Management, has been investing in private placements ...

PE backed IPOs outperform

ALEX DUNNIN  |  THURSDAY, 10 APR 2014
... released by the private equity and venture capital association AVCAL. The study which was prepared by global financial advisory firm Rothschild examined ASX-listed IPOs since 2003 with an initial offer size of $100 million. It found that by the end of ...

Bell Financial appoints Bell Potter MD to board

ALICE URIBE  |  FRIDAY, 21 MAR 2014
The managing director of Bell Potter Securities Wholesale has been added to the board of broking and financial advisory firm Bell Financial Group (BFG). New board member Charlie Aitken joined Bell Potter in 2010 as part of the Southern Cross Equities ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

Financial Index launches low-cost advice platform

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
Financial Index Wealth Accountants has launched an online financial planning platform aimed at Australians who have never accessed financial advice. The MOVO platform will focus on rolling out financial planning services, but future phases include integrating ...

Hillross awards advisers amid AMP restructure

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... links with the community. Hillross Albury, led by practice principal Tony Smith and director Wayne Moriarty, won Advisory Firm of the Year for demonstrating the highest standards of professionalism, profitability and advice. The 2013 Hillross Awards ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...