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Showing 11 - 20 of 290 results for "Financial Advisory"

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... experienced, at that time. The other four incidents related to email phishing attacks that occurred within individual financial advisory practices authorised by FPW, rather than FPW itself. These matters were identified quickly, investigated and confirmed ...

Ascent Investment mastermind cops 33 criminal charges

KARREN VERGARA  |  MONDAY, 12 MAY 2025
... million in assets. The following year, the Federal Court appointed Matthew Donnelly and Sean Holmes of Deloitte Financial Advisory as provisional liquidators of Ascent. In 2023, the Federal Court then ordered Ascent to be wound up on just and equitable ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... high-touch, HNW clients, I believe there is an opportunity for Equity Story to be a unique research-driven financial advisory powerhouse, and I look forward to working with Shane and David to realise this ambition." Equity Story's White believes ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my clients] might have started ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... transformative partnership underscores the strength of AZ NGA's vision and strategy, positioning it to reshape the financial advisory landscape in Australia-further enhanced by the recent acquisition of 16 financial planning firms from AMP." AMP's recently ...

Engage Financial launches practice management firm

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2024
... manager/practice manager development services. Engage Financial said the new partner firm is designed specifically for financial advisory, accounting, mortgage brokerage, and law firms. The company aims to transform leadership teams and business operations ...

SMSF Association announces board director changes

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... planning. He added: "I have always greatly valued the association's role in the superannuation and broader financial advisory sector, and I look forward to utilising my knowledge and contributing to the association's continued success." Carrying a diverse ...

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... customer service (34%), modelling (33%), analytics (30%), and practice management (29%). "AI is transforming the financial advisory landscape by automating routine tasks and providing deeper insights through data analytics," Investment Trends associate ...

ASIC freezes assets of Melbourne based licensee

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
... Australian financial services license since 18 August 2017. The company described itself as an investment and financial advisory firm specialising in the provision of personal financial and investment advice to private investors. Global Capital Property ...