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Showing 1 - 10 of 2869 results for "Advisory"

360 Capital chief resigns

KARREN VERGARA  |  FRIDAY, 6 NOV 2026
... Brookfield Office Properties and senior analyst at Valad Property Group. He also worked for Ernst & Young's transaction advisory services team. In the 2025 financial year, the group wrote $109.6 million in real estate loans via the 360 Capital Private ...

Count makes 'largest' equity partnership acquisition

MATTHEW WAI  |  THURSDAY, 5 NOV 2026
... expansion strategy. "This investment is tightly aligned to Count Group's strategy of growing our participation in the advisory value chain through disciplined investment in quality equity partnerships. It delivers another step-change for Count Group's ...

Briefcase upgrades adviser portfolio reporting

VINNY VUCAGO  |  WEDNESDAY, 4 NOV 2026
... platform enhancements follow the recent appointment of after-tax investing specialist Raewyn Williams to Briefcase's advisory board, adding further expertise in tax-aware portfolio management and direct-indexing. The company said the latest developments ...

Ironbark expands advice footprint with acquisition

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... closely with Ironbark," Greiner told Financial Standard. "Its addition to Ironbark Advice strengthens our accounting and advisory capabilities and supports our ambition to provide Australians with trusted advice and services throughout their financial ...

Super funds lend voice to tokenisation

VINNY VUCAGO  |  THURSDAY, 29 OCT 2026
AustralianSuper, Aware Super and Australian Retirement Trust are among the superannuation funds joining a new advisory group established by the Reserve Bank of Australia (RBA) and Digital Finance CRC (DFCRC) to help shape the development of tokenisation ...

Vale Mark Johnson

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2026
... Macquarie's predecessor Hill Samuel Australia in 1971, which at the time provided merchant banking and corporate advisory services to the mining and industrial sectors. He served as joint managing director alongside David Clarke from 1971 to 1977 ...

ASX needs to push boundaries to compete: AGM

MATTHEW WAI  |  MONDAY, 26 OCT 2026
... relating to CHESS, adding that shareholders can take confidence from the progress. "We established the Corporate Governance Advisory Group and published new corporate governance principles for consultation; we delivered CHESS Release 1 successfully... ...

Advice firms lacking AI integration: Iress

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
... have embedded the technology across most of their workflows, research from Iress has found. Research by Iress and Signal Advisory, drawing on more than 800 advice professionals across Australia and New Zealand, found 72% of respondents were piloting ...

'Flawed' CSLR model needs to be redesigned: SMC

MATTHEW WAI  |  WEDNESDAY, 14 OCT 2026
... business model: individual firms who channelled clients into related-party or high-risk managed investment schemes. Dixon Advisory, United Global Capital, and Shield and First Guardian together account for $147 million, or 87%, of the 2026-27 compensation ...

Mason Stevens farewells managing director

MATTHEW WAI  |  MONDAY, 12 OCT 2026
... high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments, including a mandate secured late last year with independent advisory firm GloryHouse. Taylor succeeds Jacqueline Fernley, who departed the firm in October 2025 to found arcpoint OCIO, a dedicated ...
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