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Showing 41 - 50 of 1116 results for "accountant"

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... joined from Cbus where he spent four years in a similar role previous roles include investment analyst at WTW and tax accountant at PKF. The appointment follows that of Max Hamra who last month joined CareSuper as a responsible investment analyst arriving ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
Keybridge Capital has appointed Gideon Rathner from Lowe Lippmann Chartered Accountants as voluntary administrator, with the board blaming its ongoing feud with WAM Active (WAM). The Keybridge board said court orders being sought by WAM prevented Keybridge ...

Auditors tighten fist on greenwashing

ROSE MARY PETRASS  |  TUESDAY, 28 JAN 2025
The global ethics watchdog has issued fresh directives on judging green claims, with the minutiae still in flux in Australia as mandatory reporting begins for large entities and financial firms. Part of a broad crackdown on greenwashing and ESG-related ...

ART beefs up analytics team

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... Westpac. The incoming risk chief started his career with Ernst & Young, where he qualified as an auditor and a chartered accountant. ART chief executive David Anderson said the appointment was a great outcome for the fund. "In an evolving superannuation ...

Mutual Trust merges with CMS Private Advisory

JAMIE WILLIAMSON  |  THURSDAY, 7 NOV 2024
... experts in this field, to help solve more complex problems, beyond what they can get from their stockbroker or suburban accountant. We only see this trend increasing," Simmons said. "As we continue to grow, we are reinvesting in our local client services ...

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
An overhaul of the wholesale investor test thresholds is on ice but potential major changes are still on the agenda, a parliamentary hearing confirmed this morning. Sitting on the committee, senator Paul Scarr said while there has been public debate ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...