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Showing 941 - 950 of 4963 results for "Practice"

MSCI launches emissions measuring tool

CASSANDRA BALDINI  |  WEDNESDAY, 6 JUL 2022
MSCI has launched Total Portfolio Footprinting, helping financial institutions measure carbon emissions across lending and investments as part of the transition to a net zero economy. The global tools provider said in a statement "Total Portfolio Footprinting ...

WTW appoints head of due diligence, and private equity Australasia M&A

CASSANDRA BALDINI  |  WEDNESDAY, 6 JUL 2022
... named Sarah Pendred as its head of due diligence and private equity for Australasia within its mergers and acquisitions practice. Pendred will take up the role on July 11 and report to WTW director Steve Torresan. She will be based in Melbourne and work ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
CountPlus has acquired a 32.75% interest in financial advice practice WSC Group. WSC Group will be authorised by Count Financial as part of the transaction, adding an additional three authorised representatives to the CountPlus-owned licensee. WSC Group ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
The financial services company has acquired a 35% equity interest in financial planning practice McGregor Wealth Management (MWM). The purchase was made through Diverger Wealth Holdings. McGregor is licensed by GPS Wealth, which is also a wholly-owned ...

Umlaut acquires Specialist PMC

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... Xplan capabilities has been a priority for the company over the last year. "We recruited staff and commenced the support practice six months ago, with the goal of enhancing our Xplan services," said. "Acquiring Specialist PMC represented an unmissable ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
It's a buyer's market for those keen on acquiring a regional financial planning practice - just don't expect to be able to hire for it. According to latest observations from Radar Results, buyers are increasingly preferring to buy in the capital cities ...

ASIC bans Melbourne adviser

CHLOE WALKER  |  FRIDAY, 1 JUL 2022
... a reasonable investigation into alternative financial products that could have met the clients' needs. The consulting practice, owned and operated by Ruthenberg, was an authorised representative of The FinancialLink Group Pty Ltd (TFLG) at the time of ...

Top super funds for ESG revealed

RACHEL ALEMBAKIS  |  FRIDAY, 1 JUL 2022
New analysis by Rainmaker Information has identified 32 superannuation funds as leaders on ESG principles and strong investment performance. These 32 funds have received Rainmaker's inaugural ESG Leader Rating. In all, Rainmaker Information has ...

Advisers optimistic for the future: Natixis IM

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
Australian financial advisers believe they will grow their business by 5% this year and 11% over the next three years, according to the 2022 Global Survey of Financial Professionals by Natixis Investment Managers. However, while market projections look ...

CareSuper grows leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JUN 2022
... has also been bolstered by another recent appointment, that of Ashley McAuliffe as head of advice. He was previously a practice manager with Mercer Financial Advice. Meanwhile, Nguyen has been promoted from head of risk to chief risk officer, replacing ...