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Showing 81 - 90 of 433 results for "Financial advisor"

Class makes acquisition, profit up

ANNABELLE DICKSON  |  TUESDAY, 16 FEB 2021
The SMSF technology platform has announced the acquisition of the documentation service of an accounting software provider and recorded a 3.2% increase in statutory profit to $3.2 million in its half-year results. Class is acquiring ReckonDocs for an ...

Lazard restructures Australian business

ELIZABETH MCARTHUR  |  FRIDAY, 5 FEB 2021
International financial advisory and asset management firm Lazard has confirmed it is undertaking a restructure of its Australian business. The reorganisation of the firm in Australia will not change anything for Lazard Asset Management. However, it ...

Fund manager expands, hires two executives

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
A boutique fund manager is ramping up its expansion strategy with two executive hires who will lead distribution and asset management efforts respectively. Holon Global Investments has appointed Rory Scott as head of asset management and Peter Titley ...

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 ...

Wealth firm adds university investment chief

KANIKA SOOD  |  WEDNESDAY, 9 DEC 2020
The University of Sydney's chief investment officer is joining a dealer group as chair of its investment committee. Miles Collins will chair the investment committee at Walker Lane effective January 2021. Collins joined The University of Sydney's investment ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
Macquarie Asset Management has entered into an agreement to acquire US-based 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 ...

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
The Outstanding 50 LGBTI+ Leaders 2020 list includes some big names from the financial services industry who have been highlighted for changing perceptions and creating inclusive workplaces. The list was produced by Deloitte in partnership with Energy ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... commitments to date, is backed by, a financial services holding company. Berkshire Global Advisors served as financial advisor and Hall and Wilcox served as legal advisor to Channel. Minter Ellison served as legal advisor to Kudu.

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
A small cap fund backed by two fresh-faced investors with no prior funds management experience has managed to outperform the benchmark consistently since its inception in July 2018. As of August 31, Spatium Capital's Small Companies Fund returned ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... long-term view," Vanguard Australia head of product Evan Reedman said. "We've seen a growing demand from both our financial advisor and retail clients for responsible and ethical products, demonstrated by consistent growth in our existing Ethically Conscious ...