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Showing 801 - 810 of 2810 results for "Advisory"

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term relationships with Queensland clients and ...

WTW names local head of investments

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... take on this opportunity. Over the last few years, we have augmented our traditional asset consulting with strategic advisory and delegated solutions because we firmly believed it was in the best interests of clients and would help meet their future ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
... encompasses private wealth, family office, superannuation, wealth management, aged care advice, and tax and business advisory. "Murray's ability to think strategically and develop strong working relationships enabled Morrows to expand and grow and ...

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. ...

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... of "advice mega firms" in the near future, a new white paper suggests. According to a new report by AZ Next Generation Advisory (AZ NGA), the collapse of the vertical integration model has opened up opportunities for cashed-up buyers. "In the next 12-24 ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... Treasurer Josh Frydenberg to the three-member Retirement Income Review panel. She currently leads Household Capital's advisory board and recently joined an advisory panel set up by Allianz Retire+. Ralston is also a non-executive director at Kaplan Australia ...

NGS Super awards $150m small caps mandate

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... billion is Australian FUM. It entered the Australian market in 2018, with Trinh and vice president of the institutional advisory group Michelle Kidd as its leads. NGS Super is currently in the process of merging with Sydney's Australian Catholic Superannuation ...

UniSuper's O'Sullivan on what's next

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... "I'll probably use that actuarial expertise that I've got, but I'll end up probably with two or three or four advisory board roles, I'd suggest maybe in in commercial, financial services, maybe in charities, maybe possibly even in the ...

CountPlus firm finalises acquisition

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
CountPlus member firm Unite Advisory has finalised the terms to acquire and merge with Coffs Harbour based advisory firm Bentley Brett & Vincent. The transaction includes an initial payment of $1.45 million and deferred payments over two years with ...

Mercer bolsters alternatives team

ANNABELLE DICKSON  |  WEDNESDAY, 14 JUL 2021
... our specialist private markets credentials to enhance their portfolios," he said. "Bringing together manager research, advisory services, portfolio management and investment operations expertise, we are well placed to offer market-leading alternative ...