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Showing 561 - 570 of 2809 results for "Advisory"

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
AZ NGA has joined forces with a Melbourne-based advisory practice to help drive growth across both businesses. Accounting and advisory firm Rose Partners will collaborate with AZ NGA to help it achieve key goals, which includes accelerating expansion ...

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 ...

PwC senior leaders step down over tax scandal

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
Financial advisory managing partner Pete Calleja and chief strategy, risk and reputation officer Sean Gregory have stepped down amid the firm's tax scandal. Calleja and Gregory will remain at PwC but have exited their senior roles and the executive ...

PwC chief exits over scandal

CASSANDRA BALDINI  |  TUESDAY, 9 MAY 2023
... into the chief executive role in 2020, Seymour headed up PwC's tax department as its managing partner, financial advisory and Asia Pacific Americas tax leader and, prior to that, managing partner, tax and legal. PwC chair Tracey Kennair acknowledged ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... critical, but advisers may struggle to think of ways to connect with children and teens," Nuveen global head of wealth advisory services Jeff Carlin "Advisers should look for such opportunities - for example, by including younger generations in social ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... said. Boutique non-aligned AFSLs were the winners, attracting almost all the new advisers during the quarter. Oracle Advisory, Interprac, Advice Evolution, Zurich Assure and Siria Group experienced the most rapid growth over the period. A snapshot of ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... disclosures. myprosperity is already integrated with HUB24 and Class. With a book of over 440 accounting and financial advisory firms, HUB24 said, it expects the transaction to be underlying EDBITA positive in FY25, EPS neutral in FY26 and EPS accretive ...

LongView launches shared equity fund

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... residential property business, was co-founded by Antony Cohen in 2013 and offers funds management, and property management and advisory services. It manages about 4300 rental properties.