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Showing 71 - 80 of 189 results for "Advisory Group"

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
Three advisory groups have partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
A boutique asset manager is welcoming a national business development manager in order to meet increasing managed accounts demand. Quilla Consulting appointed Steven Jessop as national business development manager to meet growth in its managed accounts ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... authorised representative of Spectrum Wealth Advisers and an authorised representative of Australian Financial Advisory Group were found to be making the claims online and in marketing material.

Hedge fund industry body promotes Aussie talent

KANIKA SOOD  |  FRIDAY, 24 AUG 2018
... AIMA's global board. Rew will start his two-year term in late September. He currently chairs AIMA's investor advisory group and will continue in the role after September. At AMP Capital, he is responsible for developing absolute return and risk ...

Independent planning firm jumps into agriculture

HARRISON WORLEY  |  WEDNESDAY, 18 JUL 2018
Growth Farms' recently launched farm leasing fund picked up a cornerstone investment from a $1 billion advisory group. Providence Wealth has made a "substantial" investment in the fledgling Australian Agricultural Lease Fund, making it the fund's cornerstone ...

Retirement income paper open for consultation

KANIKA SOOD  |  FRIDAY, 18 MAY 2018
... for some time now. February saw Minister of Revenue and Financial Services Kelly O'Dwyer set up nine-person advisory group to help establish the scope of a retirement covenant in the Superannuation Industry Supervision Act 1993. The SIS Act already ...

Venerable US manager eyes Australian expansion

ALEX BURKE  |  WEDNESDAY, 2 MAY 2018
... Investments, established in 1958, has expanded into Sydney and appointed Michelle Kidd as vice president, institutional advisory group. Kidd joined from AMG, where she was director, Australian distribution. She will report to head of Australia and New ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

O'Dwyer names CIPR advisory group

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
A new advisory group comprising some of the superannuation and retirement industry's biggest names will assist the Federal Government in developing a Comprehensive Income Products for Retirement framework. In establishing the consumer and industry advisory ...

KPMG appoints wealth management strategy lead

EMMA RAPAPORT  |  TUESDAY, 14 NOV 2017
... entered into an agreement to use Class Super for its SMSF administration software and Class Portfolio in its business advisory group. The news comes after Class chief executive Kevin Bungard flagged AMP's plans to migrate off the platform at the group's ...