Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 26 results for "Financial Advisory firms"

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning, and Priority Life. The business added to Perpetual's ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
... wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching a binding ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... unprecedented demand. Affinia has practices across Australia, including risk specialists and holistic financial advisory firms, with Count saying the merger will add an "important capability" to its business as it expects to grow risk advice capability ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... disclosures. myprosperity is already integrated with HUB24 and Class. With a book of over 440 accounting and financial advisory firms, HUB24 said, it expects the transaction to be underlying EDBITA positive in FY25, EPS neutral in FY26 and EPS accretive ...

AZ NGA appoints head of business improvement

CASSANDRA BALDINI  |  MONDAY, 10 OCT 2022
... Going forward, she will also oversee processes and technology across the AZ NGA network of accounting and financial advisory firms. McGeagh commented that, as the firm grows, it will steadily bolster its core team to continue supporting business partners. ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... and investment consulting, research and portfolio construction advice for institutions, foundations, financial advisory firms and other professional investors. Wattle Partners was founded by Austin Donnelly as Donnelly Money Management in the 1990s. ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Burns said the platform empowers advisers to have real-time information and research at their disposal. "Financial advisory firms are seeing an increasing need to be able to evaluate moments in time such as mergers and acquisitions, stock splits, security ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... business. Since then, Euroz has grown and made several successful acquisitions to become one of the largest financial advisory firms in Western Australia. It has three businesses; Euroz Securities, Entrust Wealth Management and Westoz Funds Management ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... licencee, Aracon Superannuation, and of the trustee of Aracon Superannuation Fund. Its clients include financial advisory firms, brokers and wealth managers.

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... administration and technology solutions for about $13.5 billion in funds from stockbrokers, wealth managers and financial advisory firms. The company's share price has tumbled almost 57% in the last year. It too came under the spotlight of the Royal ...
PAGE:
1
PREVIOUS
NEXT