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Showing 3711 - 3720 of 10974 results for "Partner"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund. The Royce Global Small-Cap Premier Fund is an actively managed, unlisted Australian unit trust that will ...

Mercer partners with platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
Mercer has announced a new strategic partnership with eVestment, a Nasdaq platform and institutional data and analytics specialist. Effective immediately, asset owners will be able to access Mercer's library of public and private markets research, ratings ...

Super fund chair outlines future strategy

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... confident that the trustees' extended public offer (EPO) licence will make them an attractive option to funds in need of a partner, largely because it's unlikely any other fund could match what's on offer. "We showed great foresight in obtaining ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
Former Mutual Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. ...

Wells Fargo AM rebrands, names chief

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... Sullivan said. "Our new name truly embodies a renewed corporate culture and commitment to continue to invest thoughtfully and partner with our clients to navigate the future." Private equity firm GTCR and private investment firm Reverence Capital Partners ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
The former head of growth and partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously ...

De Gori to leave FPA

JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
Financial Planning Association of Australia chief executive Dante De Gori will step down at the end of the year. De Gori, who has served as chief executive since March 2016, has advised the FPA's board of his intention to leave. He has been with ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy firm's founder Ken Atchison will stay with the group for the next three years. Wattle Partners ...