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Showing 1001 - 1010 of 2811 results for "Advisory"

New chief investment officer at Australian Unity

KANIKA SOOD  |  FRIDAY, 28 AUG 2020
... Colonial First State Global Asset Management and First State Investments. More recently, he has worked in independent advisory roles in superannuation and wealth management. He will report to Esther Kerr-Smith, who was appointed chief executive for wealth ...

Dealer group investment head departs

ELIZABETH MCARTHUR  |  THURSDAY, 27 AUG 2020
The head of investment management for a dealer group has departed, establishing his own advisory. Julian Pitt has left Centrepoint Alliance after more than 13 years with the dealer group. Pitt was head of investment management and in the last year and ...

Melbourne boutique wins Crestone allocation

KANIKA SOOD  |  TUESDAY, 25 AUG 2020
... including the influential Ramsay Foundation to pour $48 million into 60 disability accommodation apartments. Conscious' advisory board this year added former Escala Partners and JBWere chief investment officer Giselle Roux and Kate Temby, who previously ...

ASIC takes action against RI Advice

ELIZABETH MCARTHUR  |  FRIDAY, 21 AUG 2020
... have to implement appropriate cyber risk management. ASIC named Anthony Hilsley, a financial adviser at Superannuation Advisory Service trading as Wise Financial Planning, in its concise statement. The regulator alleges RI Advice was informed in 2016 ...

Perpetual profits plummet

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... Perpetual Private's existing client base, this helped to contribute to inflows of $600 million in the business. The risk advisory business, Priority Life, is already "performing ahead of expectations", Adams said, and is beginning to deliver client referral ...

Moelis adds to board

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
... to our board and we look forward to Kate's contribution in continuing to strengthen and optimise our global corporate advisory strategic alliance with Moelis & Company." Browne also thanked Simon for his contribution to the Moelis & Company's board over ...

How to make sense of reporting season

ALLY SELBY  |  TUESDAY, 18 AUG 2020
... season, an advice and stockbroking group has identified three key trends that have so far emerged from the results. Wilsons Advisory noted that many of the companies that have reported thus far have demonstrated significant guidance restraint, with subdued ...

ASIC winds up illegal land banking scheme

ALLY SELBY  |  MONDAY, 17 AUG 2020
... itself did not oppose the winding up of the scheme, nor did it oppose the order to be wound up itself. Deloitte Financial Advisory's Timothy Norman and Salvatore Algeri were appointed liquidators of the scheme.

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
... task is to transfer the remaining financial planners and their clients off Spitfire Assets Managers platforms to new advisory software as quickly as possible. Company management had already undertaken much of this work as part of the unwinding of operations ...

Future Super hires governance lead

ELIZABETH MCARTHUR  |  TUESDAY, 11 AUG 2020
... the head of governance, culture and remuneration before finishing up in late 2017. Since then, he has been leading the advisory firm he co-founded - Rhizome Advisory Group. Future Super managing director and co-founder Kirstin Hunter confirmed Hosain's ...