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Showing 11 - 20 of 371 results for %22Fort Financial Group%22

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

PGIM Real Estate, Point Capital partner on property portfolio

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
Via a new joint venture, PGIM Real Estate and Point Capital will develop a portfolio of residential properties for rent in Australia. According to the firms, the joint venture, incorporating two of PGIM Real Estate's flagship Asia Pacific value-add ...

Cost-of-living crisis will persist into future: Study

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The financial confidence of older Australians continues to take a beating thanks to mounting cost-of-living pressures, as many feel they will struggle with it well into the future, a new study shows. Eighty percent of people aged 50 years old and over ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Two financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
Madison Financial Group's acquisition of three businesses in the 2023 financial year drove a 12% increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... it exiting the Real Asset funds business; asset sales New Energy Solar, the US Masters Residential Property Fund and the Fort Street Real Estate Capital Fund; and the responsible entity transition to K2 Asset Management. The E&P Wealth unit on the other ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... have a lot of security in place, whereas it's always been really difficult for the small 'mum and dad' businesses to hold fort because they don't have all the cyber teams working for them." To prevent cyber-crime, Jack encourages advisers to look at ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... fintech and institutional firms including SS&C, Bravura, Blackrock Solutions, Macquarie Bank, Colonial First State, and BT Financial Group. Donohoe said: "Enda's deep understanding of design thinking, cloud-based platform expansion and proven ability ...

Mercer appoints three new directors

ANDREW MCKEAN  |  MONDAY, 3 JUL 2023
... Jim Miller was appointed to the Mercer Superannuation (Australia) board. Venketasan has over 25 years' experience in financial services. Most recently, she was the co-founder of Human Financial, an investment management firm. In February, Clearview Wealth ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... liquidator. Keeble has been the managing director and head of E&P Capital since September 2018. He was previously a principal of Fort Street Advisers and worked in senior roles UBS and CVC Asia Pacific. E&P non-executive chair David Evans said: "We are ...