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Showing 1 - 10 of 313 results for "Fold"

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... as its managing partner Jonathan Steffanoni embarks on launching a new specialist superannuation law firm. QMV Legal will fold on April 26, shortly after Novigi acquired the QMV Solutions business on February 1. "Novigi and I both view the separation ...

Janus Henderson makes two senior appointments

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... channel. Prior to Janus Henderson, MacDonald worked at Colonial First State in business development. Adam Cassidy joins the fold as sales director after four and a half years at T. Rowe Price where he worked as a relationship manager. His prior experience ...

Highest paid industry super executives revealed

ANDREW MCKEAN  |  FRIDAY, 9 FEB 2024
Australia's highest paid industry super executives have been revealed in an analysis obtained by Financial Standard. AustralianSuper chief investment officer Mark Delaney was the top earner, receiving over $2 million in total compensation, according ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Intelligent Planning include Beta Advice, Canberra-based Hayes & Co, and Perth-based NOR Financial. Matthew Wallis joined the fold last December. He has been a financial adviser with Beta Advice since April 2022 and before that was a state manager and ...

Equity Trustees adds more super fund clients

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... Established in 1995, it was acquired by Future Group in December, shortly before Verve Super officially joined the Future Group fold. "We are honoured that now 14 super funds have engaged us as their independent trustee and trusted partner supporting ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
Willis Towers Watson acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their ...

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
... in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our view is that everyone has a need for insurance. You never know what's around the corner, so it's ...

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... "I'm excited to be back at BT." Vincent shared Brinckley's sentiment. "We are delighted to welcome Russell back into the fold," she said. "With his deep knowledge of advice delivery and product development, high is a highly regarded expert in the platforms ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... management activities such as business services, investment governance and direct asset management. Howell has returned to the fold as while he most recently served as the chief operating officer at Pendal Group, he worked as head of strategy and operations ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...
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