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Showing 71 - 80 of 2389 results for "Advisory"

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
Newly formed RE Capital Advisory has teamed up with stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... social media as an entrepreneurial connector, networker, and deal-maker. And why not? After co-managing the Ord Minnett advisory team in New South Wales for four years to 2015, he launched Latch Social, a social media service for financial advisers. ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory, Iconic Wealth's Kelly King, and Carla Williams of Sufficient Funds are finalists for the FAAA Inspire Women Excellence ...

ASFA names acting chief, chair

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... Association (FEAL) and Industry Super Australia (ISA). She was a past member of the Superannuation Complaints Tribunal Advisory Council. Meanwhile, ASFA has reappointed Gary Dransfield as chair. Dransfield is currently a non-executive director of Hollard ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... 25 years of experience in the financial services industry that spans experience in technical services, consulting, and advisory. He previously worked as a consultant at Aon and manager of superannuation services at KPMG. Ramrakha then spent time working ...

Praemium secures Mercer mandate

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... VMAAS supports over $23 billion in funds under administration. "We provide solutions to several of Australia's premier advisory and wealth businesses including Mercer," he said.

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
Sports investment firm XV Capital is planning a new sports tech fund and offices in the US and Europe, making a slew of appointments in support of the strategy. XV Capital was launched in 2020 by former Australian Rugby Union captain Stirling Mortlock ...

EG touches down in Japan

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
EG Funds Management (EG) has launched a real estate investment advisory office in Tokyo to investigate future opportunities for new and existing investors across the region. According to the real estate funds manager, the new office will enable the ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... process and with client assets of at least $200 million. "What we've observed over recent years is a fragmentation of advisory networks, which has made it increasingly challenging for advisers to connect deeply with their peers, especially concerning ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... the execution of the group's refreshed strategy and business plan. She will also provide business management and advisory support to the leadership team and brings over 20 years of financial services experience in both Australia and the UK to the ...