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Showing 1 - 10 of 11 results for "Prendeville"

NAB to divest MLC

ALEX BURKE  |  THURSDAY, 3 MAY 2018
... very significant business." Back in 2015, Financial Standard spoke to Forte Asset Solutions managing director Stephen Prendeville, who predicted that Australia's large financial institutions would gradually reduce their exposure to the wealth space. ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... at an unprecedented level due to excellent market conditions, according to Forte Asset Management director Steven Prendeville. Speaking at a panel session of the FPA Congress titled 'How to buy, sell or start your own practice', Prendeville revealed ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... business if they stayed on for five years, giving them some certainty." Forte Asset Solutions managing director Stephen Prendeville agreed that legislation was driving the migration, which he has also seen happening more often. He said: "We've been operating ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... than any preceding period," Forte Asset Solutions said in its market commentary for 2014. The company, run by Steven Prendeville, assists advisers and dealer groups who want to buy or sell their businesses. Prendeville noted that two years of regulatory ...

Sunsuper nabs senior AFA executive

MARK SMITH  |  MONDAY, 19 JAN 2015
... matchmaking service for advisers and licensees MyDealerGroup two and a half years ago before selling the business to Steve Prendeville's Forte Asset Solutions after being appointed by the AFA. She has worked with the AFA on a consultancy basis for over ...

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... wealth management arms who have never sat in front of a client," Tynan said. Forte Dealer Solutions director Steven Prendeville said: "Post-GFC, advisers turned to banks because they were safe harbours and now, with more regulatory certainty, more consumer ...

Movers and shakers

... and licensees MyDealerGroup two years ago and following her appointment at the AFA, has sold the business to Steve Prendeville's Forte Asset Solutions. She confirmed that she will be working with Forte Asset Solutions through the transition period to ...

AFA appoints chief commercial officer

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... and licensees MyDealerGroup two years ago and following her appointment at the AFA, has sold the business to Steve Prendeville's Forte Asset Solutions. "We have a strong alignment in our business model in working with advice firms and licensees to achieve ...

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... position to negotiate," Bedding said. Mergers and acquisitions firm, Forte Asset Solutions managing director Steve Prendeville says "it has been known since late last year that SFGA was in the market for a buyer." To Prendeville, SFGA ticks all the boxes ...

Kenyon Partners to get new name by October

LAURA MILLAN  |  MONDAY, 8 JUL 2013
... position of the business going forward," he said. Alan Kenyon founded Kenyon Partners in 2011 after winding up the Kenyon Prendeville firm and splitting with his former partner, Steve Prendeville. Kenyon declared himself bankrupt in May 2012 and relocated ...
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