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Showing 81 - 90 of 437 results for "Financial advisor"

Changes on Lazard Aussie equities fund

KANIKA SOOD  |  THURSDAY, 18 MAR 2021
Lazard's Select Australian Equity Fund has hired a new investment analyst, while a co-portfolio manager transitions away from the role. The $125 million fund has been co-managed by Rob Osborne, Phillip Hofflin, Warryn Robertson and Aaron Binsted ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
The independent data analytics group has acquired the analytics arm of an independent rating and research firm as it works to build out its market share. Foresight Analytics acquired investment research and operational capability ratings business Australia ...

Remediation services profiting from Royal Commission failures

ELIZABETH MCARTHUR  |  THURSDAY, 11 MAR 2021
Services are popping up to assist consumers in getting refunds for fee for no service financial advice, junk insurance and other misconduct exposed by the Royal Commission - but they are doing it for a fee. Remediator is one such service, launching ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
Prime Value has appointed a new director of investor relations and capital raising, hiring from MLC. Philip Morgan is set to take on the position to help boost Prime Value's presence among financial advisers and dealer groups. Morgan was previously ...

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 ...