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Showing 1 - 10 of 2391 results for "Advisory"

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 ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
The Federal Court has delayed approving the $16 million class action settlement against Dixon Advisory & Superannuation Services (DASS) as it seeks more information. The class action led by Shine Lawyers, which was also brought against former Dixon ...

HUB24 growth officer jumps to AZ NGA

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... period of growth for AZ NGA and the group is hoping it will strengthen its ability to attract high quality accounting and advisory firms and execute its super firm strategy. "Chesne is a strong leader with a proven record of driving growth and delivering ...
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