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Showing 861 - 870 of 2810 results for "Advisory"

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... finalising the acquisition, MAM has also sold off Waddell & Reed's wealth business to LPL Financial, a retail investment advisory firm, broker-dealer and registered investment advisor custodian, for US$300 million. Some 900 Waddell & Reed advisers ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 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. He was previously office ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... managing partner Will Hamilton said in a note sent to clients last month. "Together with our HWP directors and staff, advisory board and the many clients with whom he has enjoyed working, I would like to wish Ian the very best for the future." Hamilton ...

Chief investment officer departs Mutual Trust

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... offering to meet the needs of our diverse client base," Mutual Trust said in a statement. "We are bringing the client facing advisory team in closer alignment with our research team, as part of our broader corporate growth strategy. "This new structure ...

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... and Perresini will be joined by several Grant Thornton employees. "The Private Wealth team provides specialist wealth advisory services to high-net-worth individuals and family offices," a spokesperson for Grant Thornton said. "Our decision to sell this ...

Former Australian Unity adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 29 APR 2021
... in September of last year. Prior to Australian Unity, Chan was an authorised representative of Grant Thornton Wealth Advisory from October 2008 to July 2016. In reaching its decision, ASIC said Chan prioritised his company receiving commissions over ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
Retirement Income Review panel member Deborah Ralston has joined an advisory panel set up by Allianz Retire+, which will also include Nicolette Rubinsztein. Allianz Retire+ has offered its retirement income products, Future Safe to the retail market ...

Moelis Australia to rebrand

KANIKA SOOD  |  FRIDAY, 23 APR 2021
... the ticker code to MAF (currently MOE). The asset management business will use the name MA Asset Management, corporate advisory and equities will trade as MA Moelis Australia. Moelis Australia started as a joint venture with NYSE-listed Moelis & Company ...

Restructurer and auction house form JV

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... to service the Australian and South-East Asian insolvency and restructuring market. Gordon Brothers is an independent advisory firm that provides restructuring and asset remarketing while Ritchie Bros. sells heavy industrial equipment and trucks through ...

AustralianSuper hires from WTW

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... billion super fund, based in Sydney. Melville left WTW after 12 years; her most recent role there was head of strategic advisory for investments, responsible for advising asset owners on governance and strategic issues. She joined WTW as an investment ...