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Showing 91 - 100 of 2395 results for "Advisory"

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... financial advice firms both backed by AZ NGA will merge to provide holistic as well as workplace financial advice. Priority Advisory Group and Wise Planners (which also operates under Lifestyle Financial Services), will operate under Priority's brand. ...

Industry high flyers join JANA board

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... to joining the JANA board, Ah Hee also serves as a non-executive director on the board of FinClear and is on the FCX Advisory Board, She has worked for Rainmaker, CoreLogic International and KPMG. JANA chair Fiona Dunn welcomed the two new additions ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
... Binu Kapoor has also joined the team as a portfolio analyst, arriving from Sustainalytics, where she was manager of ESG advisory for Asia Pacific. "Our focus is to continue to hire talented people with diverse experience across our multiple locations. ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... investment research via the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. In 2014, Thomas used his ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ...

IFM Investors appoints head of sustainable investment

CASSANDRA BALDINI  |  TUESDAY, 5 SEP 2023
... the UK Sustainable Investment and Finance Association and its policy committee. She is also an active member of the PMI Advisory Council, ABI Climate Change and Stewardship Working Groups, Occupational Pensions Stewardship Council, and several government-led ...

Saxo APAC asset management lead exits

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... index-based strategies. Three offerings are managed by BlackRock, while the others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Prasad was previously the chief executive of Ignition Advice, a role he held for two years that was subsequently ...

ASIC, RBA set high expectations for ASX

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2023
... particularly with respect to replacing CHESS, until they are communicated to the ASX Cash Equities Clearing and Settlement Advisory Group or Advisory Group. The Advisory Group will in turn provide any recommendations. If recommendations are not accepted ...

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
In the latest episode of the Financial Standard podcast, KPMG superannuation advisory partner Melinda Howes highlights longevity risk as the primary aspect where Australia's retirement income system falls short. Expanding on this, she noted that ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... a boom in the Family Investment Office business by 45%. ASIC announced in early August that it was suing former Dixon Advisory & Superannuation Services (DASS) director Paul Ryan to the Federal Court in an alleged breach of duties that led to creditors ...