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Showing 831 - 840 of 2810 results for "Advisory"

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... trust." "In recent years, the concept of a technology stack has become a hot topic in financial planning, as licensees and advisory firms look to technology to help drive practice efficiencies and client satisfaction and manage the mounting compliance ...

JANA hires from Mercer

ANNABELLE DICKSON  |  TUESDAY, 15 JUN 2021
... increasing demand from various non-super clients, including not-for-profits, wanting to access our extensive investment advisory expertise. This has been driven, in part, by the need to maintain returns and distributions in a low interest rate environment." ...

L1 Capital launches activist fund

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... banking at Macquarie Capital in the US. He went on to become the managing director of Flagstaff Partners, a corporate advisory firm based in Melbourne, for over nine years. At Flagstaff, Hawkins helped advise the $9.7 billion Port of Melbourne lease ...

MLC Life appoints claims chief

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... and management. He will replace Jane Dorter, who has been on secondment since April 2020 from her role as director of advisory for KPMG's insurance, superannuation and workplace health division. Between 2005 and this year, Beevors worked in the areas ...

Citi appoints head of global asset managers

ELIZABETH MCARTHUR  |  THURSDAY, 10 JUN 2021
... co-heads of asset managers Anthony Diamandakis and John Eydenberg as well as Citi APAC head of banking, capital markets and advisory Jan Metzger. "John is one of Australia's most experienced and trusted capital markets and M&A advisers and is the right ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... Financial. Adelaide Private Wealth, led by directors Hamish Zerbe, Ben Newbold and Mark Humpries, is a boutique financial advisory firm. It previously operated under AMP's Charter Financial Planning. DMCA Advisory, which used to be part of Lonsdale and ...

Life Code Compliance Committee chair named

ANNABELLE DICKSON  |  TUESDAY, 8 JUN 2021
... deputy chancellor at the University of New England, chair of the Gateway Network Governance Body and a member of the advisory board of the NSW Circular Economy Network. She is also chair of HeartKids Limited, a director of Stewart House and managing ...

KPMG names risk consulting partners

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
... joining the firm specialising in financial services. Chris de Wit has joined as partner in governance, risk & controls advisory and Kat Conner as risk, strategy & technology partner. de Wit was previously at Westpac where he was global head of financial ...

Head of sales departs Crestone

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory for South Australia, joining from Morgans Financial where he was general manager for Adelaide. Sonya Brocklehurst will ...

Global Merces MD cops ASIC ban

KARREN VERGARA  |  MONDAY, 31 MAY 2021
... weeks later, the Federal Court ordered Global Merces be wound up. Anthony Connelly and Michael Hill, who are partners at advisory firm McGrathNicol, were appointed as liquidators of Global Merces on 5 February 2020. Since the fund shuttered, Grofski ...