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Showing 41 - 50 of 2830 results for "Advisory"

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... into private wealth, with plans to attract 50 financial advisers over the next three years. Openmarkets' private wealth advisory has onboarded several new advisers across Australia in the past 12 months as part of a strategic push into the wealth management ...

Pinnacle, National Pension Service of Korea up stake in Metrics

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... executives retained their equity stakes. McNamara was also a founding shareholder of Metrics and remains in the business in an advisory capacity. Pinnacle said the two equity purchases are interdependent and are expected to complete within the 2026 calendar ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... into an agreement to acquire Campbell Lutyens, a global private markets adviser focused on fund placement, secondary advisory, and general partner capital advisory services. Lazard plans to combine its existing private capital advisory group with Campbell ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... business and plotting a regional advice hub through strategic partnerships in NSW. More recently, it has acquired national advisory firm Intend Financial, adding 10 financial advisers and four locations to its network. It aims to deliver capital, expertise ...

Evolution Trustees names chief executive

MATTHEW WAI  |  THURSDAY, 30 APR 2026
... to Evolution Trustees, Norman was the chief operating officer at Aurora Funds Management and director of transaction advisory services at EY, a position he held for nearly a decade. Speaking to Financial Standard, Norman described the appointment as ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... Centre cares for some 50,000 patients each year and employs 750 researchers. UBS GWM Australia head of not-for-profit advisory Zarmeen Pavri said: "Our third-term reappointment with the Peter MacCallum Cancer Foundation builds on over a decade of trusted ...

Natural capability head at QIC exits

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
... listed investment company Blue Sky Alternatives Access Fund. He also held senior positions at private market investment advisory PhillipCapital, Citi and Wilson HTM Investment Group. QIC recently appointed two partners to its private debt infrastructure ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit Advisory Group founder Simon Bedard said leaving enough time to plan a business exit, including seeking advice, is crucial to ensuring ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... actively bolstering its capabilities. The firm recently added ex-Ellerston chief investment officer Chris Hall to its advisory board and client relationship manager Jack Dooley. Merlon Capital co-founder and lead portfolio manager Neil Margolis said ...

Government aims to 're-make' NDIS, redirect funding to aged care

MATTHEW WAI  |  THURSDAY, 23 APR 2026
... big change to the scheme - the details of which will be worked through carefully over coming months with a technical advisory group, members of the disability community and the states. "While new eligibility rules need to be worked through, our initial ...