Search Results | Showing 351 - 360 of 407 results for "Advisory Firm" |
| | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
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