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Showing 671 - 680 of 2810 results for "Advisory"

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
... volatility. "Underpinning this growth momentum are client wins in workplace super and positive engagement within the advisory channel. Flows into MLC's retail asset management offering were once again positive, offset by outflows from the institutional ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... large, integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and will purchase the remaining 40% at a later date. The combined group's client ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... accounts, Alvia Asset Partners, DWA, Halcyon, Morgan Stanley Wealth Management, and Oreana Financial Services Portfolio Advisory Service have been named finalists. In multi-asset offerings, Drummond Capital Partners, MLC Asset Management, Morgan Stanley ...

Moore Wealth joins Count Financial

ANDREW MCKEAN  |  TUESDAY, 19 JUL 2022
... Moore Wealth Advisers as the latest firm to join its national advice community. Moore Wealth Advisers is a bespoke wealth advisory that was established in 2018 and previously licensed through RI Advice. Along with changing licensees, they also negotiated ...

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... with its Australian market launch, Capital Preferences released its ESG is Personal: 2022 Study of ESG Preferences and Advisory Practices in Australia. The study profiled more than 300 Australian investors and found that while 59% of respondents place ...

Magellan FUM drops again

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
... Magellan that its co-founder and former chief investment officer Hamish Douglass would soon return to the business in an advisory capacity.

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
... Approximately half of the new appointments are based in regional locations, bolstering the privately owned financial advisory's commitment to supporting regional clients. The expertise of new partners spans across wealth management, business advisory ...

Appian appoints head of Australia, Asia

ANDREW MCKEAN  |  WEDNESDAY, 6 JUL 2022
Appian Capital Advisory has announced the appointment of Peter Nicholson as a senior advisor, head of Australia and Asia. Based in Perth, Nicholson will lead origination, transaction evaluation, due diligence and structuring. But, in addition to overseeing ...

Social impact fund to target essential workers

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... Equity Partners managing director and co-founder Tim Sims, who has personally funded HOPE until now. It is supported by an advisory board that includes Pendal Australia chief executive Richard Brandweiner, former First State Super chief executive Michael ...

ASIC bans Melbourne adviser

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
The corporate regulator has dealt out a three-year ban to David Noel Ruthenberg of Venture Advisory Consulting. ASIC found that, between June 2015 and September 2017, Ruthenberg recommended that some of his clients invest in the Investport Income Opportunity ...