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Showing 81 - 89 of 89 results for "Wealth Advisory"

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... workshops a-plenty for those who are still mulling over their options. Seven years ago, a firm called Centrestone Wealth Advisory, did research that found only one of the 56 planning groups surveyed said that their remuneration relied totally on fees ...

Netwealth appoints Fin Simplicity

COMPANY RELEASE  |  FRIDAY, 21 AUG 2009
... managed accounts would continue to rise as investors become more sophisticated. This announcement follows private wealth advisory, Vivid Financial implementing Financial Simplicity's Enterprise Edition product last month. Jon Reilly, trading and compliance ...

Centric Wealth signs on XPLAN

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
... strong desire and capability to work with us in achieving them", added Hart. Centric Wealth is a leading high end wealth advisory and accounting services firm focusing on the needs of clients in Sydney, Melbourne, Brisbane and Canberra. Centric has a ...

Plan B buys Strategic

RUTH LIEW  |  THURSDAY, 26 FEB 2009
... million in funds under advice and an average client portfolio value of $2.4 million. "Strategic is a high quality wealth advisory firm with a strong focus on understanding and addressing clients' needs and providing the highest levels of service. Its ...

Centric raises $100m in rights issue

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
... year, but Centric did not target a specific number of businesses to buy going forward. "We provide a range of wealth advisory services so this would be more about buying businesses in our geographic locations where we don't have our full suite of services ...

ML picks Praemium for admin

RUTH LIEW  |  THURSDAY, 5 JUN 2008
... individual is growing in both sophistication and globalisation," said Tom Alexy, market director and head of global wealth advisory for Merrill Lynch Australia. "This partnership with Praemium will provide our clients the best in class tax reporting ...

Centric Wealth appoints new directors

MICHAEL HOBBS  |  TUESDAY, 13 NOV 2007
Independently owned wealth advisory group, Centric Wealth, has reshuffled its board of directors ahead of its planned initial public offering next year. Roger Davis has been appointed chairman with Martin Bloom, David MacKenzie, Alan Schwartz and Russel ...

Centric engages in three-way merger

CHRIS NICHOLLS  |  FRIDAY, 20 JUL 2007
... have access to an interstate accounting capability as well as a more comprehensive range of services, in-house wealth advisory research, technical resources, family office services and greater depth of personnel." All 90 Gaddie Metz Kahn staff and 12 ...

Centrestone opens Melbourne office, adds Sydney planner

High net worth specialists Centrestone Wealth Advisory Group has launched a Melbourne office and acquired another Sydney planning practice, bringing its total assets under advice to over $1 billion. The Melbourne office will be located at 333 Collins ...