Search Results | Showing 1 - 10 of 437 results for "Financial advisor" |
| | | Count Financial has rebranded Oracle Group as a new retail brand Count Wealth, after announcing the acquisition earlier in the year. The financial advisory firm also expects further cost synergies over the estimate provided earlier. Oracle Group is ... |
| | | | MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ... |
| | | | Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ... |
| | | | Kudu Investment Management has acquired a minority stake in a Sydney-based financial advisory business mere days after an identical transaction with Drummond Capital Partners. Australian Financial Planning Group (AFPG) has secured a minority investment ... |
| | | | 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 ... |
| | | | The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ... |
| | | | Australian Retirement Trust has appointed a 22-year Deutsche Bank veteran to lead its London office, strengthening the superannuation giant's presence in one of its key offshore investment hubs. Michael Weaver, ART's general manager of mid-risk ... |
| | | | Perpetual has extended the exclusivity deed with Bain Capital Private Equity to Q1 next year. In an ASX announcement this morning, Perpetual said while discussions are progressing well, there is no certainty of reaching a binding agreement, or that ... |
| | | | Milford Asset Management has appointed an acting country head for Australia after news Kristine Goodwin is taking on a new role at AMP. Milford confirmed Goodwin is departing in December after resigning. She will be taking on the newly established role ... |
| | | | Alexander Funds, the credit income investor, has added a second operative to its Sydney office to boost its distribution team. Oliver Carr joins as a business development associate, reporting to James Curnow, regional manager for NSW, ACT and Queensland. ... |
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