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Showing 51 - 60 of 290 results for "Financial Advisory"

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... and small business advice. Montefiore said the unique opportunity to combine an established high-net-worth financial advisory business with a mid-tier chartered accounting firm made the transaction exciting for the team. "It will allow us to establish ...

Australian corporate bond overhaul

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
... bonds, so that a wider range of investors can access corporate bonds. Engagement with universities and the financial advisory industry to educate and raise awareness about corporate bonds, in particular retail corporate bonds. Lowering the minimum investment ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... to build a strong regional presence. "Our strategy is to partner with small-to-medium-sized accounting and financial advisory businesses in major capital cities and regional corridors of growth to provide high quality professional services," he said. ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... loss and empowering the client to continue a journey towards achieving their goals. Adrienne Rush from iCare Financial Advisory took out the gong for Victoria for providing advice that shows both the financial and psychological benefits. She has been ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... asset and investment consulting, research and portfolio construction advice for institutions, foundations, financial advisory firms and other professional investors. Wattle Partners was founded by Austin Donnelly as Donnelly Money Management in the 1990s. ...

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
... Gunson has been promoted to the role of financial services leader, overseeing the consulting, assurance and financial advisory businesses. He replaces Julie Coates, who has moved on to a new role - business markets leader for consulting. She also takes ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... 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 Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and ...

Poor financial literacy failing young workers

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
... workforce. The financial education gap could be curbed as early as high school education, according to a survey by financial advisory and accounting firm Findex, which canvassed 274 young workers aged between 16 and 24. Almost half of the respondents ...

Former van Eyk chief charged

JAMIE WILLIAMSON  |  FRIDAY, 21 MAY 2021
... investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. The allegations made by ASIC ...