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Showing 21 - 30 of 474 results for "Associates"

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... chief executive J. Patrick Gallagher, Jr. said. "I am very pleased to welcome Steve, Troy, Janusz, Adrian and their associates to our growing, global team." Meanwhile, WMP said its services will "remain unchanged". "[But] as part of the Gallagher family ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... Princely Family of Liechtenstein and manages over $500 billion in client assets, will integrate approximately 40 advisers, associates, and support staff. LGT Crestone fields a team of about 350 employees, including a network of 100 advisers across Australia. ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
... investments manager at CBHS Health Fund and has also done stints as a consultant at Russell Investments and Ibbotson Associates.

GAM hires new local lead from Bennelong

ELIZABETH FRY  |  THURSDAY, 31 OCT 2024
... are receiving strong client interest including an evergreen late-stage private equity fund managed by Liberty Street Associates where Investors participate in the potential capital appreciation of dynamic innovation companies whilst under private ownership. ...

QIC promotes key private equity staff

ELIZABETH FRY  |  MONDAY, 19 AUG 2024
... has appointed two vice presidents for the Brisbane and London businesses respectively and elevated two analysts to associates. Local operator Matiela Baker has been promoted to vice president from senior associate. She joined the QIC finance team in ...

Recordkeeping breach costs RBC, BNY Mellon US$85m

KARREN VERGARA  |  FRIDAY, 16 AUG 2024
... conducting its investigations. Ameriprise Financial Services, Edward D. Jones & Co, LPL Financial, Raymond James & Associates each agreed to pay the largest penalty of US$50 million. Smaller firms such as Apex Fintech Solutions' Apex Clearing Corporation ...

Magellan inks strategic partnership as results hint at turnaround

JAMIE WILLIAMSON  |  THURSDAY, 15 AUG 2024
... the bulk of Vinva's assets are managed on behalf of local clients. Magellan and Vinva, which will sit within the Associates Business, also intend to work on developing products together, both for the Australian market and overseas. Formica said the ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... offshore SMSF services out of India, in February. It also purchased the accounting book of Melbourne-based firm May Klye & Associates via its equity partner firm, Bruce Edmunds & Associates and acquired Business Accounting Melbourne via Kidmans.

AAT slashes adviser ban

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... Betalli was an authorised representative of Count Financial, and after that went to HNW Planning. He runs Betalli & Associates, a tax and accounting business, and The FP Business, a financial advice service. He also operates an equipment finance broking ...

Temasek invests $300m in Betashares

KARREN VERGARA  |  MONDAY, 17 JUN 2024
... expanding our presence across more products, services, and international markets." In 2021, US private equity firm TA Associates took about a 50% stake in Betashares for an undisclosed sum. Betashares did not reveal the exact stake Temasek will gain ...