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Showing 11 - 20 of 81 results for %22Boutique Financial Planners%22

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between its institutional and boutique counterparts; an equity dealing firm in AD Securities; and investment consultancy AD Research. "AD Capital has existing ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
A Melbourne multi-boutique has snapped up Zenith Investment Partners' former marketing and communications manager as it builds its team. Anthony Pesutto has joined Copia Investment Partners as general manager for marketing, in a full-time role. Pesutto ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... include the Financial Planning Association of Australia (FPA); Association of Financial Advisers (AFA); Boutique Financial Planners (BFP); Financial Services Institute of Australasia (FINSIA); Self-Managed Super Fund Association (SMSF Association); and ...

Firetrail to launch $305m IPO

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
The boutique launched by former Macquarie stock pickers under Pinnacle's banner in May is set to kick off an initial public offer, raising up to $304.5 million for an absolute return LIC. Firetrail Investments lodged a prospectus with ASIC on Tuesday ...

Advisers warming up to LICs

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
... firm's business and roadshows it runs around the county. Seed Partnerships has advised on LIC floats from leading boutique managers including Gryphon Capital Income Trust's $175 million IPO, and L1 Capital's billion-dollar L1 long short fund's ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

NAB Wealth growth steady

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... The division comprises independent third-party advice, including mortgage brokers as well as more than 1800 aligned financial planners. Net fund inflows dropped significantly for the bank's retail products, which includes JBWere, from $892 million to ...

L1 capital partners for retail long short fund

ALEX BURKE  |  WEDNESDAY, 23 NOV 2016
... added: "There is strong demand across the advisor and platform market for L1 Capital's Long Short strategy. We believe boutique fund managers such as L1 Capital offer true alignment because their team is invested in their performance for clients and ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...