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Showing 1 - 10 of 20 results for "Advisory Partners"

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
Victorian financial advice firms Coastline Advice and Edge Advisory Partners have announced plans to merge and create a multi-disciplinary advice business. The combined entity will operate under the Coastline Advice brand, and will collectively house ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... commenting on the process that is now underway with CC Capital. Insignia Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. This latest development comes after a bidding ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... of directors, and approval of Bain Capital's investment committee. Insignia engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. Its shareholders aren't required to take any ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
... subvert the proper enquiry by the Australian Taxation Office," she said. While the PwC fire still burns, Scyne Advisory partners Tim Jackson and Ben Neal said governance and culture will be at the core of the new business. "The new leadership's immediate ...

Lincoln International, Miles Advisory enter strategic partnership

CHLOE WALKER  |  THURSDAY, 27 APR 2023
The collaborative agreement between the Chicago-based investment bank and Sydney's Miles Advisory Partners aims to deliver an enhanced experience to their respective clients. The two said the agreement creates incremental industry expertise, geographic ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... listed market volatility, higher inflation and interest rates as the top issue for super funds. Superannuation advisory partners Melinda Howes, Lisa Butler Beatty and Linda Elkins said with global recession looking more likely in 2023, volatility looks ...

Super funds hunt for co-investment deals

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
... in a supervisory and monitoring role. Instead of executing the actual portfolio allocation they rely on their advisory partners to do this. "It means that if the investment consultants are not looking proactively into new assets classes or areas of investments ...

SS&C hits back for Mainstream

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
... the Vistra scheme implementation deed and pay the $1.7 million break fee. Mainstream is being advised by Miles Advisory Partners as financial adviser and Maddocks as legal adviser and SS&C is being advised by Citi as financial adviser and Gilbert + Tobin ...

Apex ups ante on Mainstream bidding war

ANNABELLE DICKSON  |  WEDNESDAY, 19 MAY 2021
... trillion in assets globally and employs 4200 people across 46 offices. Mainstream is being advised by Miles Advisory Partners as financial adviser and Maddocks as legal adviser and SS&C is being advised by Citi as financial adviser and Gilbert + Tobin ...
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