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Showing 341 - 350 of 2810 results for "Advisory"

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... families, and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment.

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... out the best transition for myself, Tribeca, and for the clients," she said. The new firm will appoint Aylward on its advisory board. It will also continue to use the middle- and back-office set up from Tribeca via a commercial agreement. For clients ...

Super Members Council names deputy chief

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2024
... Brumby worked in advocacy and strategy at Industry Super Australia for several years. Before that she worked in media advisory roles for the Office of the Premier of Victoria when Daniel Andrews was in office, and previously served as media adviser to ...

Australian investment market moves onward and upward

ANDREW MCKEAN  |  THURSDAY, 10 OCT 2024
... Information. Consolidated assets, which represent headline funds under management (FUM) minus funds managed on a sub-advisory basis, grew at a slightly faster rate of 10.1%, totalling $3.1 trillion. Over the past decade, Australian-sourced FUM has grown ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... and specialisation that sets us apart in the market." Stanghieri expertise spans across proxy solicitation, governance advisory, shareholder activism and registry analysis and vote forecasting.

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... people entering the profession, there's never been a greater need for sound and trusted advice." AZ Next Generation Advisory (AZ NGA) acquired Pride Advice in 2015, which had $180 million in assets under management at the time. AZ NGA is Pride Advice's ...

VFMC fills new head of asset classes role

ANDREW MCKEAN  |  FRIDAY, 4 OCT 2024
... acquisition by ASX-listed HMC Capital in June, has also held senior roles at ANZ Bank. Considine, a partner at Sayers Group, an advisory and investment firm, has been on VFMC's board for several years. According to Rainmaker Information, VFMC ranks ...

Under the hood of a top global fundie

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
... flows during the first half of 2024 consisted of US$6.4 billion from the wholesale channel and US$6.1 billion from sub-advisory, but were partially offset by a US$1.3 billion institutional outflow. The institutional channel has seen outflows in all quarters ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs of companies in all scale, as well as both residential and commercial ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...