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Showing 41 - 50 of 409 results for "Financial advisor"

Australian corporate bond overhaul

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market. The report makes 12 recommendations to support the development of a more active corporate bond market in ...

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds. It agreed to acquired New York-based Central Park Group for ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
In place of its traditional awards program this year, the Association of Financial Advisers unveiled the recipients of the inaugural Great Advice Awards. AFA national president Michael Nowak said due to COVID-19 restrictions and being unable to host ...

Hume puts finfluencer followers on notice

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... be monitored and enforced, with the creation of a single disciplinary body, and a more up to date, accurate financial advisor register will increase transparency and allow consumers to be sure of who they can and can't trust," she said.

Preqin acquires Colmore

KANIKA SOOD  |  THURSDAY, 12 AUG 2021
... we continue to enhance our solutions, and we cannot wait to get started." Colmore used Houlihan Lokey as its financial advisor and Clifford Chance as the legal advisor. Preqin used DC Advisory as financial advisor and DLA Piper as legal advisor. Terms ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
A Melbourne-based financial advice firm has acquired a boutique investment consultant for an undisclosed amount. Wattle Partners has acquired Atchison Consultants after several years of looking for the right partner to help it expand. The consultancy ...

Lazard advisory unit rebrands

KARREN VERGARA  |  THURSDAY, 24 JUN 2021
The financial advisory business of Lazard will officially launch as Lazard Australia on July 1. The US financial services firm flagged the restructure of its Australian advisory unit in early February, which is separate from Lazard Asset Management. ...

PwC names financial services lead

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
PricewaterhouseCoopers has announced senior leadership changes that includes appointing a new lead for its financial services unit. Tom Gunson has been promoted to the role of financial services leader, overseeing the consulting, assurance and financial ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
AMP and IOOF have each lost financial advice firms based in Adelaide to Count Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's ...