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

Search Results

Showing 561 - 570 of 2871 results for "Advisory"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... process and with client assets of at least $200 million. "What we've observed over recent years is a fragmentation of advisory networks, which has made it increasingly challenging for advisers to connect deeply with their peers, especially concerning ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... the execution of the group's refreshed strategy and business plan. She will also provide business management and advisory support to the leadership team and brings over 20 years of financial services experience in both Australia and the UK to the ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... into Indigenous businesses, as well as increasing impact within the Indigenous economy through corporate development and advisory services. FAC said the appointment of Saulo, who has over 18 years of experience in finance, international engagement, economic ...

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... products that have a proven track record of delivering returns," he said. Cochran explained initial discussions with advisory groups have been overwhelmingly positive "and we anticipate strong demand for the strategy in Australia." "Providing exposure ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... normalised rates and volatility, as well as muted asset class returns," MacLeod said. Research from Delta Research & Advisory commissioned by Wheelhouse found that despite having varying strategies, many funds do not provide real diversification because ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... offer its advisers access to Frontier's technology platform. It marks the first time Frontier will 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 ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's brand. ...

Industry high flyers join JANA board

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... to joining the JANA board, Ah Hee also serves as a non-executive director on the board of FinClear and is on the FCX Advisory Board, She has worked for Rainmaker, CoreLogic International and KPMG. JANA chair Fiona Dunn welcomed the two new additions ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
... Binu Kapoor has also joined the team as a portfolio analyst, arriving from Sustainalytics, where she was manager of ESG advisory for Asia Pacific. "Our focus is to continue to hire talented people with diverse experience across our multiple locations. ...

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 ...