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Showing 1 - 10 of 354 results for "Advisory Firm"

OpenMarkets brings on corporate advisory firm

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
The fintech signed a strategic agreement that will see boutique advisory firm Rawson Lewis join its ranks. Rawson Lewis specialises in advising and structuring public capital markets transactions, including IPOs rights issues and placements, as well ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
David Carney is stepping back from managing Vital Business Partners (VBP), appointing Nathan Jacobsen to take over as chief executive. Carney co-founded VBP in 2013, leading it as chief executive ever since. Now, he has decided to step back from the ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
Professional services group AZ NGA has announced the appointment of Chesne Stafford in the newly created role of executive general manager. Stafford is currently in the role of chief growth officer at HUB24 and is set to start her new role in July 2024 ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

ASIC strips institutional broker's AFSL

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... Meanwhile, First City Corporate Advisory Services' AFSL has also been suspended, effective October 3. The corporate advisory firm's suspension lasts until 27 March 2024, with ASIC poised to cancel its licence if it fails to rectify "outstanding obligations" ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
Vital Business Partners (VBP) has established new positions within its leadership team following its acquisition of Elixir Consulting. On Wednesday, VBP revealed it would buy a 100% stake in Elixir Consulting, purchasing the company from founder and ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...
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