Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 321 - 330 of 433 results for "Financial advisor"

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...

Hillross buys Rabo Financial Advisors

MICHAEL HOBBS  |  FRIDAY, 13 NOV 2009
Hillross Financial Services has bought Rabobank Australia & New Zealand's Rabo Financial Advisors, in a deal that sees the bank's financial planning arm move to the Hillross brand in just a few weeks. Rabo Financial Advisors represents 40 staff including ...

Canada plan in talks to buy Livingston

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... Canadian customs brokerage industry." The transaction is anticipated to close in December 2009. Livingston's financial advisor is Scotia Capital Inc. and its legal counsel is Stikeman Elliott LLP. The Consortium's financial advisors are CIBC World Markets ...

Aussies follow Brits pushing advice aside

COMPANY RELEASE  |  WEDNESDAY, 30 SEP 2009
Australians could be following the British path of brushing financial planning aside even though many people needed guidance in improving their financial situations, according to Guardian Financial Planning. Guardian executive manager Steve Browning ...

CFA appoints Gunasingham as president

COMPANY RELEASE  |  THURSDAY, 24 SEP 2009
CFA Society of Sydney (CFAS) has elected Brindha Gunasingham, CFA to the role of president of the board. Gunasingham's term begins immediately. She will succeed Olivia Engel, CFA who served as president since August 2007. CFAS has also announced Richard ...

Morgan Stanley forum aids women advisers

RUTH LIEW  |  MONDAY, 3 AUG 2009
Are you a woman keen to succeed in financial planning? Introducing the Women Financial Advisors Forum launched by Morgan Stanley Smith Barney - a blog for women to discuss the challenges and triumphs of being an adviser. The blog is specifically targeted ...

Merger creates 18,500 adviser force

RUTH LIEW  |  TUESDAY, 2 JUN 2009
Morgan Stanley and Citi have given the go-ahead to the Morgan Stanley Smith Barney joint venture - a move that will create a global organisation with 18,500 advisers. The deal between Citi for Smith Barney and Morgan Stanley was closed last night. In ...

FIRSTUNITY sets up Brisbane shop

PRESS RELEASE  |  TUESDAY, 2 JUN 2009
Boutique financial advisory firm FIRSTUNITY Wealth Management has opened a Brisbane office with four financial advisers. Mario Andrado, Terry Blaser, David Lane and John Whelan were appointed executive directors of the firm's Brisbane office. "The opening ...

Finovia opts for Select

COMPANY RELEASE  |  THURSDAY, 7 MAY 2009
Select Asset Management has scored a portfolio management mandate from new wealth management firm, Finovia Pty Limited. Finovia, a Melbourne based wealth management and strategic financial advisory business established last year appointed Select as ...

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
Professional Investment Services (PIS) has aligned with medical organisation Health Predictions in a joint venture to provide specialist medical assessments for large sums assured and high net worth clients. The new service is designed to arrange specialist ...