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Showing 641 - 650 of 2809 results for "Advisory"

BlackRock appoints new chief financial officer

ELIZABETH FRY  |  THURSDAY, 6 OCT 2022
... BlackRock's wealth executive will replace Gary Shedlin as chief financial officer. Small - the head of the US Wealth Advisory business for the past four years, has vastly expanded BlackRock's capabilities for wealth clients," said BlackRock chair ...

FEAL appoints chief executive

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... of experience with Towers Perrin as a consulting actuary. She joins from KPMG where she worked in its Superannuation Advisory practice as a director since 2001. Bacon has a personal commitment to the superannuation industry and a long history of assisting ...

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
... through organic and inorganic activity and enhance capability across our existing service lines being Accounting & Business Advisory, Wealth Management, Corporate Advisory and Capital, plus SMSF Administration services," Prime Financial Group's chairman ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... component of a portfolio." Papendieck added the investment strategy also provides potential exposure to ASX-20 shares that advisory firms "would not be unhappy buying at a significant discount to today's price." Income is paid quarterly and is guaranteed ...

Laureola Advisors launches new fund

CHLOE WALKER  |  MONDAY, 26 SEP 2022
The US based advisory firm has launched a new fund, investing exclusively in life settlements, as the business sets in motion plans for growth in Australia. With a minimum investment of US$5 million, the fund targets an 8% net return to investors, is ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... platform to continue to drive positive change in the advice profession." Also nominated were Kathy Havers from Viridian Advisory, Morgan Hayward of Yield Financial Advisory, Magdeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers ...

VC sector risks running cold

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... anticipation of some down-round valuations within their portfolio," he said. Meanwhile, HLB Mann Judd partner, corporate advisory Nicholas Guest says Australia's VC sector has performed well over the past year, adding that there's been a real ...

Karen Phin retires from Magellan board

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
... and nominations committee since her appointment. Prior to Magellan, Phin worked as a managing director, head of capital advisory at Citi as well as managing director, head of capital management at UBS. Commenting on Phin's departure, Magellan chair ...

QIC adds to multi-sector private debt team

ELIZABETH FRY  |  WEDNESDAY, 21 SEP 2022
... finance, corporate and institutional banking, private credit, mergers and acquisition transaction services, corporate advisory, and restructuring. He joins from Westpac Institutional Bank, where he worked in leveraged and acquisition finance for more ...

Former financial adviser pleads guilty

CASSANDRA BALDINI  |  TUESDAY, 20 SEP 2022
... was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. ASIC said in May 2020 he made 48 unauthorised transactions on the Netwealth trading ...