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Showing 11 - 20 of 26 results for "Financial Advisory firms"

Managed Account Holdings to invest in advisory firms

DARREN SNYDER  |  FRIDAY, 24 APR 2015
Managed Account Holdings recently announced it will be investing into financial advisory firms with a $5 million expansion capital proposal to wholly owned subsidiary Planner Holdings Limited (PHL). The current proposal suggests PHL will hold up to ...

Xpress Super grows online trading suite

ALEX BURKE  |  WEDNESDAY, 8 APR 2015
... have now included platforms utilised within their businesses which expands our clientele to those of Financial Advisory firms. "The Xpress Super service relies on data automation so only some share trading platforms can be utilised to achieve daily online ...

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 ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... advisers seeking the diversification and performance benefits of a firm of its caliber." Independent financial advisory firms Centric Wealth and Shadforth Financial Group have included the fund in their client model portfolios for some time. Commenting ...

EQT establishes Private Wealth division

MELANIE TIMBRELL  |  THURSDAY, 14 JUN 2012
... "The concept of trust has never been more important in financial services and individual investors and financial advisory firms alike are seeing the attractions of partnerships with businesses that have been offering services such as estate planning ...

$10bn in Asia M&A deals so far in 2012

ALEX DUNNIN  |  THURSDAY, 19 APR 2012
... services acquisitions claimed fifth place. Just over one-third of all these opportunities were in China. Financial advisory firms involved in the most M&A transactions were HSBC, Maybank Investment Bank, OSK Investment Bank, PWC and SW Kingsway Capital. ...

Hyperion restructures, names new MD

MELANIE TIMBRELL  |  TUESDAY, 17 APR 2012
... current asset management concentrates on its core strengths of serving Australian institutional clients and financial advisory firms where our competitive advantage is clear," said Deborah Beale, chairman of Hyperion Asset Management Limited. "One element ...

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
... as systems are developed and refined to meet the annual disclosure and 'opt-in' obligations, the large financial advisory firms will face more competition from small and medium sized entrants." "The FOFA reforms will significantly increase the number ...

IOOF profits soar despite difficult times

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
... He said the firm was looking to expand in the next 12 months with potential acquisition targets being financial advisory firms, dealer groups, fund managers and platform providers. IOOF was the only really large independent wealth management provider ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
... at the time that the standard is an "exposure draft only". AFAC, comprising of major accountant-based financial advisory firms including Count Financial, PIS and Securitor, was formed in July to mount a submission addressing these draft proposals.