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Showing 1 - 10 of 63 results for "Eureka"

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... years growing the Intelligent Investor business including issuing four ASX-listed active ETFs and acquiring and integrating Eureka Report," Hodge said. "TIP has indicated their commitment and focus to grow the newsletter and funds management business ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
Financial advice firm Eureka Whittaker Macnaught (EWM) has announced three new acquisitions, advancing its ambitions to become a 'super firm'. Before the year's end, EWM will acquire MSI Taylor Wealth Management led by Peter O'Callaghan and Daniel Shine ...

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
... Capital Management's takeover as the largest shareholder last year. The transaction was finalised in December. In March, Eureka Whittaker Macnaught and Foster Raffan iPlan - both part of AZ NGA - merged to form a large, multi-disciplinary firm serving ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... being subject to a cyber-attack where emails were sent purporting to be from one of RedThorn's advisers. Another was Eureka being the target of a phishing attack which resulted in an unknown threat actor gaining access to at least one employee's ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

Super moves: VFMC, QIC, Prime Super

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... for major financial services businesses, including 10 years as the chief financial officer and chief operating officer of Eureka Funds Management and AXA IM Australia. During his career, he carried out corporate finance transactions, process improvement ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... (FSCP) action, and SMSF auditor disqualification. The advice sector continues to consolidate. AZ NGA-backed advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

Chief economist update: The virus, the vaccine and Trump

BENJAMIN ONG  |  MONDAY, 23 NOV 2020
... could be the left side - and there's "whispering hope" for those reading and hearing that a vaccine has been found. Eureka! Moderna announced that that its coronavirus vaccine candidate is 94.5% effective based on an interim analysis of Phase three ...

InvestSMART adds to board

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
... experience helping Australians make the most of their money." InvestSMART is also the owner of Alan Kohler's publication Eureka Report.
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