Search Results | Showing 31 - 40 of 2395 results for "Advisory" |
| | | ... product. "Fund boards rely on advisers to provide accurate disclosures, especially when involving issues that can impact the advisory contract... VanEck Associates' disclosure failures concerning this high-profile fund launch limited the board's ... |
| | | | Compensating Dixon Advisory and Superannuation Services (DASS) victims continues to eat up the Australian Financial Complaints Authority's (AFCA) time and resources, so much so that a "lead decision" has been published to expedite the process. The complaints ... |
| | | | ... where he held a product development role within the investment management division. He has also held property equity advisory roles with National Australia Bank's wholesale team. Earlier, he was a senior analyst at Macquarie Group and held the same ... |
| | | | ... net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution Harley Dalton said: "In ... |
| | | | Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ... |
| | | | ... wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment banking, research, and wholesale broking services, has signed a Memorandum of Understanding ... |
| | | | ... equities and quant active equities at BlackRock. She most recently held the position of chief investment officer and head of advisory services at Vestmark Advisory Solutions. Slated to start her role in February, Hong will report to Aware Super head ... |
| | | | ... its key initiatives, its new advice services partnership model, is progressing well, Insignia said. Known as Rhombus Advisory, the model is expected to be implemented by July with advisers reportedly embracing the equity participation idea. Though, Insignia ... |
| | | | ... relationship with Alteris. "We understand the diversity of the wealth sector and the unique requirements of private wealth and advisory practices," he said. "We are seeing more practices leverage JANA's institutional quality advice and scale to find ... |
| | | | Knight Frank has appointed Ben Schubert as its new head of capital advisory, Australia. Schubert takes on the role in addition to his current position as head of institutional sales, leveraging his track record of 20 years in the industry and seven ... |
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