Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 357 results for "Advisory Firm"

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... 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 at $25 per share or A$2.3 billion, which Macquarie Asset Management will pay ...

AustralianSuper executive joins boutique

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... a boutique real estate investment firm. Daniel Berger joins Delancey, a London-based real estate investment and advisory firm, as property and funds director. At Delancey, Berger will be responsible for managing and growing funds under management, and ...

US manager eyes Australia

KANIKA SOOD  |  THURSDAY, 12 NOV 2020
... which about $5.2 billion is in its global growth strategy. Axius Partners is a nine-year old placement agent and advisory firm co-founded by George Giovas, who spent 23 years at ANZ including as its global head of real estate and John Maragiannis, who ...

Crennan nabs new gig

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
Former ASIC deputy chair Daniel Crennan has a new role with an advisory firm and boutique investment bank, which was named in an ASIC report in 2019. Crennan resigned from the corporate regulator just two weeks ago, following revelations that he was ...

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 ...

Shariah-compliant ETF launches

KARREN VERGARA  |  THURSDAY, 1 OCT 2020
... screening is conducted in line with Shariah principles overseen by a panel of scholars from Amanie Advisors, an advisory firm specialising in Islamic finance solutions. Shariah-compliant investing involves following a set of principles that includes ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact investing, bolstering Christian Super's impact strategy during ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... with their succession plans. Amreeta Abbott and Vitalii Symon have joined Succession Plus, a business succession advisory firm with offices nationwide, New Zealand and the UK. Abbott is a shareholder and board member, while Symon, who was NowInfinity's ...

CountPlus firm makes acquisition

KARREN VERGARA  |  THURSDAY, 17 SEP 2020
... CountPlus's subsidiary AdviceCo will pay $400,000 for accounting revenues of Arch Capital, a boutique wealth advisory firm offering SMSF, tax, accounting and wealth planning advice, founded by Nigel Baker in 2012. AdviceCo will pay 65% of the purchase ...