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Showing 1 - 10 of 2393 results for %22Advisory%22

OpenMarkets brings on corporate advisory firm

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
The fintech signed a strategic agreement that will see boutique advisory firm Rawson Lewis join its ranks. Rawson Lewis specialises in advising and structuring public capital markets transactions, including IPOs rights issues and placements, as well ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... newly appointed Jacobsen, who has been given a mandate to accelerate the company's growth and "redefine how professional advisory businesses deliver value to clients." Jacobsen will lead a 1250-strong workforce, which includes the team from Elixir Consulting ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... robust brand reputation is the foremost consideration for consumers when selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch providers seek assistance with policy cancellation. ...

Perpetual confirms KKR acquisition talk

JAMIE WILLIAMSON  |  MONDAY, 29 APR 2024
... hoped to announce the deal last Wednesday during its quarterly market update but delayed doing so on the advice of its advisory team. At 10am today, Perpetual entered a trading halt, citing a further announcement. Approximately one hour later, it issued ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... range of clients seeking institutional quality advice and access to unique investment opportunities. With our strong advisory credentials and market leading investment trusts, we're well-positioned to assist clients achieve their investment outcome objectives." ...

Court approves $16m DASS settlement

KARREN VERGARA  |  FRIDAY, 19 APR 2024
The Federal Court has approved the settlement reached in the $16 million class action brought against Dixon Advisory & Superannuation Services (DASS) following a two-week delay. Justice Thawley sought to gather more information for the victims in delaying ...

Sequoia chair steps down

KARREN VERGARA  |  FRIDAY, 19 APR 2024
... the law firm for over 17 years. His legal experience covers general commercial advice to clients that include corporate advisory, and intellectual property and information technology. Sweeney has been a Sequoia non-executive director since 1 March 2019. ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

Government introduces company merger overhaul

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
... build on substantial consultation with industry and have benefitted from the advice of the Competition Taskforce expert advisory panel made up of David Gonski, Kerry Schott, John Asker, Sharon Henrick, John Fingleton, Danielle Wood and Rod Sims," Chalmers ...
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