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Showing 61 - 70 of 409 results for "Financial advisor"

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
The University of Sydney's chief investment officer is joining a dealer group as chair of its investment committee. Miles Collins will chair the investment committee at Walker Lane effective January 2021. Collins joined The University of Sydney's investment ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
Macquarie Asset Management has entered into an agreement to acquire US-based asset and wealth manager Waddell & Reed Financial, Inc with further plans to offload part of the business to an advisory firm. The transaction values Waddell & Reed Financial ...

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
The Outstanding 50 LGBTI+ Leaders 2020 list includes some big names from the financial services industry who have been highlighted for changing perceptions and creating inclusive workplaces. The list was produced by Deloitte in partnership with Energy ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... commitments to date, is backed by, a financial services holding company. Berkshire Global Advisors served as financial advisor and Hall and Wilcox served as legal advisor to Channel. Minter Ellison served as legal advisor to Kudu.

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
A small cap fund backed by two fresh-faced investors with no prior funds management experience has managed to outperform the benchmark consistently since its inception in July 2018. As of August 31, Spatium Capital's Small Companies Fund returned ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... long-term view," Vanguard Australia head of product Evan Reedman said. "We've seen a growing demand from both our financial advisor and retail clients for responsible and ethical products, demonstrated by consistent growth in our existing Ethically Conscious ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
A diversified financial services firm with $1.55 billion in funds under management has appointed two new directors to its board following the its recent merger. Euroz Limited has appointed Ian Parker and Richard Simpson to its board, both who bring ...

IOOF buys MLC Wealth for $1.4bn

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
Wealth manager IOOF has launched a $1 billion capital raising to help fund the acquisition of MLC Wealth in a deal worth $1.4 billion. The agreement follows the announcement by NAB in 2018 to exit the business, saying the decision is in line with its ...

ASIC winds up illegal land banking scheme

ALLY SELBY  |  MONDAY, 17 AUG 2020
The Federal Court has made orders to wind up an investment group which swindled 270 investors of more than $10 million in an illegal unregistered land banking scheme. ASIC will wind up Askk Investment Group following an extensive investigation. The ...

Advice firm partners with mortgage aggregator

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
Encore Advisory Group has partnered with Loan Market, a mortgage aggregator, establishing a new business. The new joint business will be called Financial Advice Mortgage Solutions (FAMS). FAMS said the new business will bring together everything a professional ...