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Showing 1 - 10 of 407 results for "Advisory Firm"

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... dividend and capital return. The capital market arm is focused on metals and mining equity capital markets, M&A and advisory firm. The institutional dealing team provides advice, idea generation, site visits and roadshows focused on resources, mining ...

L1 Group appoints finance chief

KARREN VERGARA  |  WEDNESDAY, 10 JUN 2026
... benefits company, serving as chief executive between 2019 and 2023. After that, he was a director of M&A and corporate advisory firm Leins Capital. Russell took over as L1 Group's chief executive from Jeff Peters, who steered the merger between L1 Capital ...

Banks gaining on private credit firms in construction lending

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... construction lending compared to 2023 when most banks chose to sit on the sidelines. Throughout March and April 2026, the advisory firm conducted an online survey of 110 lenders including major banks, non-banks, second-tier banks and private lenders ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... and plotting a regional advice hub through strategic partnerships in NSW. More recently, it has acquired national advisory firm Intend Financial, adding 10 financial advisers and four locations to its network. It aims to deliver capital, expertise to ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Newly launched arcpoint OCIO scored its inaugural clients, winning mandates from three advisory firms. The Sydney-based firms are Capella Advisory, ek Private Advisory and United Advisory. For ek Private Advisory, which services high-net-worth (HNW) ...

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
... merger, Formica said. Magellan was a founding investor in Barrenjoey back in 2020. It currently owns 46% of the advisory firm, with 46.4% economic interest and a 5% voting interest. "We have seen first-hand the calibre of its people, the strength of ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
... FUM of $34.5 billion. Its network also continues to expand, including via the acquisition of a practice management advisory firm in November.

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
AZ NGA has named Nathan Jacobsen as chief operating officer, recruiting internally from his position as chief executive at AZ NGA-backed outsourcing specialist Vital Business Partners (VBP). Prior to this role, Jacobsen served in multiple executive ...
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