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Showing 31 - 40 of 2808 results for "Advisory"

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... opportunities. The closure of the fund will also "streamline the product suite with a focus on fund-of-fund products and CIO advisory" and "improve overall operating efficiency," KAM said. KAM had more than $5 billion in assets under management at the ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... was formed in 2024 when four advice firms - Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory - joined forces under one banner. "We're focused on building a world-class advice business where experienced advisers ...

NGS Super awards mandate to Milliman FRM

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... focus on being nimble enough to navigate and capitalise on cross-asset volatility." Milliman FRM provides investment advisory, hedging, and consulting services on about $350 billion in global assets. In Australia, Milliman FRM provides full-service implementation ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

Ausbil strengthens distribution ranks

STAFF WRITER  |  TUESDAY, 14 APR 2026
... development manager for NSW and ACT. With more than 10 years of experience in retail distribution, equities research and client advisory, Lester will be responsible for servicing wholesale clients throughout New South Wales and the Australian Capital ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... Services Group Australia. After leaving Financial Services Group Australia, Monte Silva was running his own firm Gem Wealth Advisory, licensed through Centrepoint Alliance, from March to December of 2025. He still works here as a mortgage broker. The ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... of the merger, Formica said. Magellan was a founding investor in Barrenjoey back in 2020. It currently owns 46% of the advisory firm, with 46.4% economic interest and a 5% voting interest. "We have seen first-hand the calibre of its people, the strength ...

GESB loses another key executive

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
... managing director and chief executive of the newly launched Affinity Funds Management, a subsidiary of Perth-based corporate advisory Affinity Capital Group. Palmer was with GESB for 14 years, with close to a decade of it spent as chief executive. GESB's ...

Regal Partners appoints chair-elect

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... Co-operation Committee (AJBCC), chair of the Australian Science Media Centre and the Shared Value Project, and a member of the advisory board of the Australian Leadership Dialogue (AALD). He has also held the position of chief executive at Oceania Capital ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... Services up until the ban was put in place. He's also previously been licensed through Arthur J. Gallagher, and My Dedicated Advisory with almost year-long breaks between authorisations. ASIC has banned several former MWL financial advisers for inappropriate ...