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Showing 551 - 560 of 2809 results for "Advisory"

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... $3.5 trillion intergenerational wealth transfer expected over the next two decades, KPMG said. KPMG family enterprise advisory director Daniel Trimarchi said: "Managing the transition - making continuity planning a focus for the business and the family ...

JPMorgan developing investment advice AI

ANDREW MCKEAN  |  TUESDAY, 30 MAY 2023
JPMorgan has filed a trademark for an AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to ...

Fractional farmland investing platform launches

CHLOE WALKER  |  TUESDAY, 30 MAY 2023
Real estate and advisory firm LAWD partnered with fractional investing platform Bricklet to launch LAWD Bricklet, a venture designed to democratise ownership of Australian farmland. The offering sees a LAWD Bricklet 'head title' split into a co-ownership ...

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 ...

Future Fund adds to investment team

ELIZABETH FRY  |  FRIDAY, 26 MAY 2023
... unlisted property funds, mandates, clubs and joint ventures in Australia and offshore. In this role, he also sat on several advisory boards and investor investment committees. Before that, he spent more than seven years years with Jones Lang LaSalle ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... founded the firm and serves as executive director, is a former chief executive of Christian Super and currently works in an advisory capacity with the likes of For Purpose Investment Partners, Impact Investing Australia, and Australian Impact Investments. ...

Income Asset Management buys credit fund

CHLOE WALKER  |  THURSDAY, 25 MAY 2023
... financial services, spending time at Bain Capital, Wellington Management, Goldman Sachs, Acorn Capital and Investor Capital Advisory. "Daniel and Anthony have a proven track record, defending investors' capital during the most challenging of environments ...

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 ...

Could the anti-woke movement come to Australia?

ROSE MARY PETRASS  |  WEDNESDAY, 24 MAY 2023
... is the official media partner to the conference. Mirova chief investment officer Jens Peers, independent director and advisory board member Fiona Reynolds, RIAA executive manager Estelle Parker, and professor of political science and associate dean international ...