Search Results | Showing 81 - 90 of 2974 results for "Phil" |
| | | Victorian Funds Management Corporation (VFMC) has appointed KC Low as its head of portfolio strategy and asset allocation on a permanent basis. KC took over the role for an interim term in July last year following the departure of VFMC's head of ... |
| | | | Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ... |
| | | | AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ... |
| | | | Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ... |
| | | | In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ... |
| | | | ... business," she says. Despite the setbacks, Financial Advice Association Australia (FAAA) general manager of advice and policy Phil Anderson is optimistic that meaningful reforms addressing major issues, such as the Compensation Scheme of Last Resort ... |
| | | | S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ... |
| | | | Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ... |
| | | | Solaris Investment Management has launched the Solaris Australian Equity Income Plus (ASX: SET), a listed investment company (LIC) designed to deliver monthly fully franked dividends for income-seeking investors. The shares for the LIC are expected ... |
| | | | Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ... |
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