Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 781 - 790 of 2871 results for "Advisory"

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
The firm has recruited Michael Rees-Evans to help drive the continued development of the wealth advisory team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities ...

AGL rejects another takeover bid

KARREN VERGARA  |  MONDAY, 7 MAR 2022
... Heritage and Sunwater. She's also an independent member of Queensland's Hydrogen Taskforce and a member of Centacare's advisory board. AGL shares traded at about $7.45 per share at the time of publication.

Coterie invests in wealth platform

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... Integrated Portfolio Solutions and established a dedicated fund that solely houses the platform. The investment manager and advisory firm, which is part of the Mantis Funds stable, has made the special purpose vehicle fund available to ultra-high-net-wealth ...

KPMG family business consultants launch advisory firm

CHLOE WALKER  |  MONDAY, 28 FEB 2022
KPMG alumni Michelle De Lucia, Dominic Pelligana and Andrew Muscara have launched L ineage Group, a new Australian advisory firm specialising in working with successful business families. Based in Melbourne, the firm specialises in first to fifth-generation ...

GigSuper folds, administrator takes over

KARREN VERGARA  |  MONDAY, 21 FEB 2022
Startup superannuation fund GigSuper is now in administration less than five years after it launched. DW Advisory was appointed as administrator on 10 December 2021. DW Advisory held a creditors' meeting on January 22 online, detailing the financial ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... while after-tax profit of $1.5 million grew by 17%. Collective funds under management for the accounting and business advisory, wealth management, SMSF and capital services divisions reached $1.1 billion during the period. PFG has a market capitalisation ...

Australian Unity Trustees adds lawyer

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... partnerships and raising awareness for Australian Unity Trustees' services in the sector. Ehsani has previously served in legal advisory and corporate development roles at firms including Clayton Utz, Lander & Rogers and most recently was at AMP Advice ...

CSLR will not fully protect investors

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
... the CSLR will be important in the event of financial misconduct compensation, pointing to the recent collapse of Dixon Advisory as an example. But he also agrees that the CSLR's scope falls short of regulating managed investment scheme collapses. ...

Proxy advice reforms defeated

RACHEL ALEMBAKIS  |  FRIDAY, 11 FEB 2022
... announced by Treasurer Josh Frydenberg in December without consultation to stakeholders, including the impacted proxy advisory firms. The vote was moved by Independent Senator Rex Patrick and supported by the crossbench. The changes to regulations via ...

AustralianSuper appoints to advisory team

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
Australia's largest super fund has added to its advisory team, appointing an industry expert and former central banker. Eloy Lindeijer has joined AustralianSuper to provide strategic advice on the development of the fund's investment practice globally ...