Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 527 results for "Advice firm"

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
AZ NGA will acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term as it reaches 47 staff in total. It currently has two advisers based in Sydney ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
Ironbark Asset Management and Invest Blue have announced plans to merge, forming one of Australia's largest diversified financial services businesses. The merger is expected to be completed by the end of September, once finalised the newly formed ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... work with a wealth advisory firm, with Perks Private Wealth director Simon Wotherspoon saying that being the first advice firm to have access to research and insights traditionally reserved for institutional investors is a huge endorsement for Perks. ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... In recent transactions, AZ NGA acquired a 42% interest in Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting on the latest merger, AZ NGA chief executive ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... amplifying external market engagement. Acquisition strategy Earlier this year, Viridian acquired Queensland-based boutique advice firm, Enlightened Financial Solutions, planning to leverage its digital capabilities, such as video Statements of Advice ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
Causeway will manage a large pool of investor funds through a strategic joint venture with ASX-listed Hancock and Gore (H&G) and introduce its offerings to the Australian market. The H&G Causeway Dynamic Credit Fund looks to offer a streamlined mechanism ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...