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Showing 41 - 50 of 268 results for "Financial Advisory"

Lazard restructures Australian business

ELIZABETH MCARTHUR  |  FRIDAY, 5 FEB 2021
International financial advisory and asset management firm Lazard has confirmed it is undertaking a restructure of its Australian business. The reorganisation of the firm in Australia will not change anything for Lazard Asset Management. However, it ...

Fund manager expands, hires two executives

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... Funds Management, a wealth management joint venture in India, managing a team of stockbrokers focused on the financial advisory space. Scott told Financial Standard : "I was attracted to the Holon business as a result of their differentiated investment ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Scott Burns said the platform empowers advisers to have real-time information and research at their disposal. "Financial advisory firms are seeing an increasing need to be able to evaluate moments in time such as mergers and acquisitions, stock splits ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
... growth aspirations, and our advisers look forward to working with him." Walker Lane is a Sydney-based boutique financial advisory and investment management firm.

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
... then put your partner's photo on your desk'," Hilton said. Finally, also on the list is PwC partner, financial advisory Cherie Mulyono who was one of the founders of Shine women's network and is an active member of Be (PwC's diverse cultural ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... and Jesse Moors, formerly a business development manager at CPA Australia. According to his bio, Quinn brings financial advisory and software development services experience to Spatium Capital, and has an "affinity for physics and mathematics" which ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... business. Since then, Euroz has grown and made several successful acquisitions to become one of the largest financial advisory firms in Western Australia. It has three businesses; Euroz Securities, Entrust Wealth Management and Westoz Funds Management ...

IOOF buys MLC Wealth for $1.4bn

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... technological needs, the new IOOF will have the ability to offer unmatched choice and accessibility of quality financial advisory and wealth management services to all Australians." IOOF will acquire 100% of MLC Wealth comprising its financial advice ...

ASIC winds up illegal land banking scheme

ALLY SELBY  |  MONDAY, 17 AUG 2020
... itself did not oppose the winding up of the scheme, nor did it oppose the order to be wound up itself. Deloitte Financial Advisory's Timothy Norman and Salvatore Algeri were appointed liquidators of the scheme.

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... believe this is a win for consumers, will accelerate business growth and business value, and must be part of a financial advisory firm of the future." Zaglas has been chief executive of Encore for two and a half years after an almost decade long career ...