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Showing 1 - 10 of 163 results for %22Associates Group%22

Frontier promotes four staff members

ELIZABETH FRY  |  FRIDAY, 5 APR 2024
... this as an opportunity to introduce asset consulting as a career option while also elevating the work undertaken by associates.

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... the start of the year, Count has made several other deals including buying the accounting client book of May Klye & Associates, and divesting its 100% stake in subsidiary Bentleys WA to West Australian based firm Fortuna Perth for $1.1 million. In turn ...

PGIM names institutional client group lead

ELIZABETH FRY  |  FRIDAY, 2 FEB 2024
... what. Briant previously worked at Morgan Stanley Investment Management, joining its subsidiary Parametric Portfolio Associates as its first Australasian chief executive in 2013. Before that, he held senior roles in business development at Russell Investments ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... development is the education gap that exists when it comes to investing in alternatives. The group cited a Cerulli Associates survey that found while 81% of professionals agree offering alternative investments is a competitive differentiator. However ...

Advisers, accountants ramp up partnerships

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... 2023. This included acquiring Canberra-based Allan Watt Accounting in November, while member firm CP1 acquired RHA Associates, a Sydney-based accounting firm for $1,022,000. At the end of June, Count completed eight acquisitions and one merger of accounting ...

Count, Diverger forge ahead with acquisition

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... Diverger's largest shareholder with a 34.4% stake, together with Harvest Lane Asset Management (5.7%), and Kevin White and associates (4.8%), confirmed they support the transaction. "In making this recommendation, the Diverger board continues to ...

Msquared Capital bolsters local team

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... team at Msquared Capital. "I look forward to nurturing existing and future partnerships with aggregator and broker associates in my new role," he said. Msquared Capital managing director Paul Myliotis said Thomas' experience across a variety of asset ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, Financial Professionals, and the Westwood Group.

More pension funds, insurers impacted by MOVEit mass-hack

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2023
... PBI, none of its member data was accessed in the hack. Law firms Wolf Haldenstein Adler Freeman & Herz and Console & Associates are already investigating claims on behalf of current and future CalPERS retirees whose information was stolen in the attack ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... authorisation and engaging in dishonest conduct. Wertheimer was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer ...
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