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Showing 771 - 780 of 2810 results for "Advisory"

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
AZ Next Generation Advisory has acquired a regional financial advice firm with $250 million in funds under management. AZ NGA is expanding to the New South Wales Hunter Region by acquiring RI Newcastle and Lower Hunter for an undisclosed amount. RI ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... - MLC Advise (NSW) Craig Phillips - Phillips Wealth Partners (ACT) FPA Advice Innovation Award Josh Pennell - Prosper Advisory Financial Services (VIC) Daniel Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
... business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory firm NMG Group and was previously a director at Five Forces Governance and Consulting. Baker spent just over a year at ...

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
... Duty, and the Letter of Advice to replace the Statement of Advice and Record of Advice. KPMG director of superannuation advisory, actuarial and financial risk Cecilia Storniolo said: "Anecdotally, we've been hearing for about two years that the interplay ...

GQG to debut on ASX

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... retail investors. As at 30 June 2021, 53% of its funds under management belonged to institutional investors, 33% to sub-advisory and 14% to wholesale clients. "We believe investment management is among the most competitive businesses in the world. As ...

Family office makes crypto play

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 OCT 2021
... taken an equity stake in crypto asset investment platform Zerocap. Zerocap has plans to be a significant full service advisory and investment firm in the crypto sector and has launched its first wholesale fund, The Zerocap Bitcoin Trust, seeded with ...

PRI chief joins Quinbrook advisory board

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
The chief executive of the Principles for Responsible Investment has joined the advisory board of Quinbrook Infrastructure Partners. Fiona Reynolds will take on the position when she steps down from the PRI later this year. She has been at the helm ...

Perpetual acquires Laminar Capital

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
Perpetual has acquired Laminar Capital, a specialist debt markets and advisory business with funds under management and advice of $8 billion. In addition to its debt markets and advisory business, Laminar has a specialist fixed income digital platform ...

Multi-family office adds lead regional role

JAMIE WILLIAMSON  |  THURSDAY, 30 SEP 2021
... opportunity to accelerate Alvarium's growth across the region. "I'm excited to tap into the group's integrated investment advisory, merchant banking and co-investment capabilities as Asian families increasingly seek more sophisticated and integrated ...

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 ...