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Showing 11 - 20 of 407 results for "Advisory Firm"

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
The Securities and Exchange Commission (SEC) has slammed the oligopolistic nature of the proxy adviser industry and floated the potential for artificial intelligence (AI) to upend their stronghold. Brian Daly, the director of the SEC's division of investment ...

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... architect of its investment model and a long-time practitioner of the total portfolio approach. He has since established advisory firm Long Horizon Enterprises. Earlier in his career, Wilkin-Smith worked at van Eyk Research and held research fellowships ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
Perpetual has extended the exclusivity deed with Bain Capital Private Equity to Q1 next year. In an ASX announcement this morning, Perpetual said while discussions are progressing well, there is no certainty of reaching a binding agreement, or that ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
... generations. "It is exciting to have the opportunity to lead the investment strategy for Australia's oldest and largest advisory firm and support all private wealth clients more broadly," she said. "A disciplined, long-term approach to asset allocation ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
Brighter Super has introduced three new senior leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
Risk insurance specialist MBS Insurance (MBS) has acquired a minority interest in boutique risk advisory firm Orbital Life. The partnership will enhance MBS's capacity to provide professional advice and make quality insurance advice more accessible ...

Evidentia acquires practice management firm

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
Perpetual confirmed it is in exclusive talks with Bain Capital Private Equity to offload its wealth management business following media reports. The $232 billion fund manager said it signed an exclusivity deed with Bain Capital Private Equity to further ...