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Showing 351 - 360 of 407 results for "Advisory Firm"

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
Major accountant-based financial advisory firms including Count Financial, PIS and Securitor have formed a new alliance in response to draft proposals from the accounting ethical standards board banning its members from charging asset-based fees from ...

Everest winds down operations

RUTH LIEW  |  MONDAY, 28 JUN 2010
... continue to keep the market informed of any significant developments," said Martin in the statement. Last month, advisory firm Wingate Group wrote a letter to shareholders, insisting the Everest board should be removed because of litigation issues, excessive ...

BDO Wealth Mgmt signs Instreet

MICHELLE BALTAZAR  |  THURSDAY, 27 MAY 2010
BDO Wealth Management (Vic) joins the throng of financial advisory firms taking more control over their product lineup, enlisting the help of boutique fund Instreet and consultancy firm Terboven in its structured product offering for clients. Under ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
... 50 and over today because of the 10-year time lag, said Paul Foster, managing director at AddWealth, a financial advisory firm with $300 million in funds under advice. It would, however, transform the lives of many Generation X and Yers with at least ...

Shadforth buys SA planning firm

COMPANY RELEASE  |  FRIDAY, 16 APR 2010
Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

AMP appoints portfolio manager

COMPANY RELEASE  |  TUESDAY, 2 MAR 2010
... Portfolio Service, with his most recent role being vice president for MGPA, a private equity real estate investment advisory firm based in London. His experience includes four years investment experience in Europe and Asia with MGPA, analyst roles with ...

Planners forced to rewrite succession plans

RUTH LIEW  |  FRIDAY, 22 JAN 2010
Ongoing regulatory reviews are casting a shadow on the succession plans of financial advisers due to retire in the next few years, placing a big question mark on how they can value their business. Craig Meldrum, national manager in technical services ...

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... takes the division's total funds under advice (FUA) to $8.5 billion. This week Perpetual bought Melbourne-based advisory firm Fordham Group for $35 million, a deal that is expected to be finalised by January next year. The acquisition follows Perpetual's ...

Costello lands MD role at advisory firm

MICHAEL HOBBS  |  THURSDAY, 5 NOV 2009
Future Fund board member and former Treasurer, Peter Costello, has been appointed managing director of independent financial and corporate advisory services firm, BKK Partners. Alastair Walton, chair at BKK Partners, said he has known Costello for more ...

Premium eyes more practices

MICHAEL HOBBS  |  MONDAY, 26 OCT 2009
Premium Wealth Management is in talks with a dozen practices to join its ranks and is also looking at ways to access separately managed account (SMA) technology. Chris Saunders, chief executive at Premium Wealth Management, said the business is talking ...