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Showing 81 - 90 of 407 results for "Advisory Firm"

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... through mergers and acquisitions. AZ NGA chief executive Paul Barrett said the deal provided an opportunity for the advisory firm to partner with SCM, formerly Scholten Collins McKissock, on the group's exciting growth journey. "SCM is a very impressive ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
AZ Next Generation Advisory (AZ NGA) welcomes Shannon Wood to the newly created role. Previously, Wood has held general manager, practice manager positions at several boutique financial planning businesses including Fruition Wealth and Bright Wealth. ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Integrated Portfolio Solutions (IPS), Horizon Investment Solutions and Stropro have partnered to launch an alternative investment strategy for uncertain equity markets. The strategy is structured so that investors can lock in a yield of 8.05% per annum ...

Laureola Advisors launches new fund

CHLOE WALKER  |  MONDAY, 26 SEP 2022
The US based advisory firm has launched a new fund, investing exclusively in life settlements, as the business sets in motion plans for growth in Australia. With a minimum investment of US$5 million, the fund targets an 8% net return to investors, is ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... integrated professional services firm with over 20 staff and nine advisers. Under the deal the specialist insurance advisory firm has acquired 60% of Genesis upfront and will purchase the remaining 40% at a later date. The combined group's client base ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
In the US, UBS Financial Services has agreed to pay US$25 million to settle fraud charges related to a complex options trading strategy it sold to investors without adequately educating their financial advisers on the product's risks. The Yield Enhancement ...

Charter Hall, Investa in $800m JV

CHLOE WALKER  |  TUESDAY, 12 APR 2022
... 360 Queen Street in Brisbane's CBD has secured two major, 12-year pre-commitment tenants. Global accounting and advisory firm BDO and Australian law firm HopgoodGanim Lawyers will take up more than a third of the commercial tower in the heart of the ...

Macquarie AM goes after US HNWs

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
Macquarie Asset Management has acquired Central Park Group, a US-based independent investment advisory firm. Central Park Group specialises in institutional-quality alternative investment strategies for high-net-worth investors. The company provides ...

Pendal executive to join crypto firm

KARREN VERGARA  |  MONDAY, 14 MAR 2022
A long-serving Pendal Group fixed income lead and his team of four have jumped ship to a cryptocurrency advisory firm. Vimal Gor, who was the head of Pendal's alternative duration, a boutique looking after the High Alpha Fixed Income Fund that was ...