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Showing 21 - 30 of 290 results for "Financial Advisory"

Brookfield bids for majority stake in Neoen

ANDREW MCKEAN  |  FRIDAY, 31 MAY 2024
... early next year. Neoen's board of directors unanimously welcomed Brookfield's proposal and appointed French financial advisory firm Finexsi as an independent expert to assist with the evaluation. The board said it views Brookfield's proposal as an opportunity ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... quality financial advisers who represent well the expected high standards of practitioners in the evolving financial advisory profession. We're proud to have been chosen by Clime as their partner in this transaction and the entire Infocus community ...

Regal Partners acquires PM Capital

ANDREW MCKEAN  |  FRIDAY, 3 NOV 2023
... established by its current chair and chief investment officer Paul Moore; it serves Australian retail investors and financial advisory groups. It has more than $2.7 billion in funds under management (FUM) as at September 30. Regal Partners will pay an ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. In 2014, Thomas used his ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... while GPT-4 does well in matching investor profiles to specific portfolios, it will likely not make the entire financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... with unprecedented demand. Affinia has practices across Australia, including risk specialists and holistic financial advisory firms, with Count saying the merger will add an "important capability" to its business as it expects to grow risk advice capability ...

Lazard implements new leadership

CHLOE WALKER  |  MONDAY, 29 MAY 2023
Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ...

Treasury hands PwC tax scandal to AFP

CASSANDRA BALDINI  |  THURSDAY, 25 MAY 2023
... immediately" and be replaced by acting chief executive Kristin Stubbins. Once Seymour had stepped down, former PwC financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory also exited their positions ...

PwC picks senior leaders to oversee review

CASSANDRA BALDINI  |  TUESDAY, 16 MAY 2023
... clients and external stakeholders rightly expect," said Stubbins. Following Seymour's step down, former PwC financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory also exited their positions ...

Sales-oriented fear stunts expansion goals: Survey

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... experience based on the unique needs of their ideal clients can be a key differentiator in today's competitive financial advisory landscape," he said. Delving into the psychological factors behind building their businesses, fast-growing firms ten ...