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Showing 371 - 380 of 407 results for "Advisory Firm"

Hillross selects Macq platform

MICHAEL HOBBS  |  FRIDAY, 29 MAY 2009
AMP-owned financial planning firm Hillross has added another investment platform to the group's suite. Hillross selected the Definitive Wrap Solution platform, a version of the Macquarie Wrap, after a six-month trial with one of the group's advisory ...

UK firm launches planner competition

COMPANY RELEASE  |  FRIDAY, 20 MAR 2009
UK based, Norwich Union is running a competition targeting university graduates to find the next generation of financial advisers. Norwich Union, soon to be re-branded Aviva, launched The Future Adviser Programme with the Manchester Metropolitan University ...

CHAMP buys Centric Wealth

RUTH LIEW  |  TUESDAY, 3 MAR 2009
... has completed the acquisition of a 75 per cent stake in Centric Wealth and invested $80 million into the boutique advisory firm. The deal follows "overwhelming support" from shareholders of Centric Wealth at a General Meeting held on 29 January 2009. ...

Plan B buys Strategic

RUTH LIEW  |  THURSDAY, 26 FEB 2009
Australian Securities Exchange-listed Plan B Group has acquired a 62 per cent stake in boutique advisory firm, Strategic Financial Management. Plan B's acquisition of Strategic will see it control a 62 per cent interest in the Melbourne-based company ...

Bell profit hit by bad markets

MICHAEL HOBBS  |  TUESDAY, 24 FEB 2009
Stock broking and financial advisory firm, Bell Financial Group, saw profit after tax fell almost 60 per cent to more than $14 million last year. The group posted more than $175 million in revenue for the 12 months to December last year, down more than ...

WA planning firm moves east

MICHAEL HOBBS  |  MONDAY, 23 FEB 2009
Sydney-based financial planning firms are set to face even more competition after Western Australian advice group, Indian Ocean Capital, announced plans to expand into NSW. Indian Ocean Capital is made up of 14 financial advisors in Western Australia ...

SA and QLD scoop Hillross awards

COMPANY RELEASE  |  FRIDAY, 6 FEB 2009
... Adviser of the Year. Townsville and Ayr-based financial planning practice, Hallerwealth, was awarded the Hillross Advisory Firm of the Year and South Australian-based Nistico Sen Financial Advisors, Maurice Nistico, won the Hillross Achievement Award ...

TTR strategies need more attention

RUTH LIEW  |  THURSDAY, 22 JAN 2009
... transition to retirement strategies while many others view super as a "poor investment", according to financial advisory firm HLB Mann Judd. According to Michael Hutton, wealth management partner at HLB Mann Judd, most people are still not aware of the ...

Lowenhaupt Global Advisors lands in Oz

RUTH LIEW  |  WEDNESDAY, 10 DEC 2008
US-based specialist financial advisory firm Lowenhaupt Global Advisors has set up shop in Sydney. Lowenhaupt Global Advisors, a firm that calls wealthy families its niche audience, has opened a Sydney office - the latest addition to the firm's existing ...

AUI and Wingate form JV

RUTH LIEW  |  WEDNESDAY, 21 MAY 2008
Australian Unity Investments (AUI) and Melbourne-based private investment and advisory firm Wingate Group are embarking on a joint venture to form a boutique international equities fund manager. Subject to unit holder approval, the joint venture will ...