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Showing 81 - 90 of 1165 results for "Alliance"

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... both AFSLs had 430 registered advisers, Rainmaker Information modelling of the ASIC Financial Advisers Register shows. Alliance Wealth's 367 advisers rounds up the top three largest licensees in Australia. Count Financial (344), Interprac Financial ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Centrepoint Alliance head of research Daniel Stojanovski has been appointed chief investment officer of Ventura Funds Management, the dealer group's asset management arm. As investment chief, Stojanovski will focus primarily on the investment management ...

Con Michalakis jumps to Funds SA

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... of Institutional business for Merrill Lynch Investment Managers based in Sydney. Michalakis also worked in London with Alliance Capital Management and was the first Australian practice leader of investment consulting for Watson Wyatt. Piteo said he was ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... superannuation sector. Anglingdarma's appointment comes as Morningstar Australasia and SuperAPI have announced a strategic alliance to automate payday super compliance for employers.

Funds SA appoints chief investment officer

ANDREW MCKEAN  |  FRIDAY, 6 DEC 2024
... Statewide for more than 13 years. Prior to that, Michalakis held roles at Pzena Investment Management, Merrill Lynch, Alliance Capital, and Watson Wyatt, working in Australia and abroad. Funds SA chief executive John Piteo said he is delighted to have ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
Centrepoint Alliance has launched the IconiQ investment platform, developed in partnership with FNZ, to provide advisers with both an Investment and Super Wrap solution. Centrepoint said the Investment Wrap is a comprehensive investment account designed ...

$3m super tax faces axe, pushed to 2025

MATTHEW WAI  |  MONDAY, 2 DEC 2024
... government's outstanding agenda will be shelved when they go into 'caretaker mode'." Ali also said there are fears around the alliance between the Labor party and the Greens, who want even more taxes applied to retirement savings. "My hope is if the ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... about the group's proposition and plans for the future." AZ NGA's latest acquisition follows the group's recent strategic alliance with AMP and advice business services group, Entireti. "We have the capacity, capability and capital to do transactions ...

AllianceBernstein managing director departs

ELIZA BAVIN  |  TUESDAY, 5 NOV 2024
AllianceBernstein managing director, Australia client group Brad Karp has announced he will leave the investment firm. Karp has been with the firm for close to 24 years. Prior to that he held roles at AXA as business manager - Australian equities and ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... financial advisers registered with a new AFSL during the period. The five AFSLs that attracted the most advisers are Alliance Wealth, Shaw & Partners, Interprac, RI Advice, and Morgans Financial. Registered advisers operating via a superannuation fund-owned ...