Search Results | Showing 711 - 720 of 13229 results for "adviser" |
| | | Perpetual Wealth Management has recruited five senior financial advisers to its team. Michael Innes and Antony Pupovac will join the private clients team in Queensland as partners in May, while Sandra Kent and Laura Bosman will join the team in Western ... |
| | | | ETF Shares, Australia's first new index ETF issuer in more than a decade and the country's only locally owned provider, is preparing to launch. The firm is led by Cliff Man as chief executive, David Tuckwell as chief investment officer, and Arjun Shanker ... |
| | | | Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ... |
| | | | Future Group is growing again, taking on the Zurich Master Superannuation Plan and a small MLC product. The Zurich Master Superannuation Plan will be merged into the Smart Future Trust alongside the MLC Insurance Only product that currently sits inside ... |
| | | | Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ... |
| | | | A new investment boutique has launched in Melbourne, focused on sustainable and inclusive real assets. Peter Johnston, James Hooper, and Alexandra O'Dea have come together to form Socia Investors, 'socia' being the Latin word for 'partner'. ... |
| | | | ... in Australia," he said. The managed accounts sector is growing exponentially as more practices adopt these solutions. Adviser Ratings founder Angus Wood recently told Financial Standard that managed accounts assets have quadrupled over the past five ... |
| | | | Stock market trading advice group Equity Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully ... |
| | | | ... philosophy." The firm's newest partner began her career at Boston Consulting Group, after which she served as a strategic adviser at New Zealand Trade and Enterprise. Morrison established the NZX/ASX-listed infrastructure investment vehicle, Infratil ... |
| | | | Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ... |
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