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Showing 1101 - 1110 of 2811 results for "Advisory"

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
... the best, the spokesperson added. Prior to joining ANZ, Rixon worked with financial services clients as partner, risk advisory services at PwC. Rixon appeared before the Royal Commission in April 2018 and was questioned over a compliance audit of three ...

Evans Dixon slashes staff

ALLY SELBY  |  THURSDAY, 27 FEB 2020
... funds management business in a bid to cut costs. David Evan's Evan & Partners merged with Alan Dixon's Dixon Advisory in 2017, and floated soon after in 2018. When it listed, Evans Dixon shares were trading at $2.50 apiece. Since then, its share ...

Moelis Australia names co-chiefs, acquires lender

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
... million in underlying revenue for FY19, up 16% over the previous year. Its business includes asset management, corporate advisory and equities, and corporate.

Queensland adviser barred from industry

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... known as Jack Houwing, from providing financial services and have cancelled the AFS licence of his Financial Options advisory business. Financial Options had previously held licences as a securities dealer and life insurance broker, and had been running ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... (RSE) licencee, Aracon Superannuation, and of the trustee of Aracon Superannuation Fund. Its clients include financial advisory firms, brokers and wealth managers.

Morgan Stanley acquires E*TRADE

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... technology, and established brand will help position Morgan Stanley as a top player across all three channels: financial advisory, self-directed, and workplace." "In addition, this continues the decade-long transition of our firm to a more balance sheet ...

McGrathNicol launches cyber protection tool

HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
... to have partnered with a leading startup to create an innovative service like no other in this market," McGrathNicol advisory partner Darren Hopkins said. "The service provides Australian businesses with a combination of technology-enabled behavioral ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
... something the firm has considered but has no firm commitment to, Agarwal said. An area of expansion for the firm is corporate advisory (or medical practice advisory) for medical professionals looking to set up their own practices. "They need services ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... investors value from their advisers and what advisers believe investors value, leading to frustration and a breakdown in advisory relationships. That's according to the latest research coming out of Morningstar, which argues that expectations surrounding ...

Global index creates new ESG role

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2020
... strategy and expansion. Fung has been working as an expert in ESG and sustainable investment since 2008, including providing advisory research on stewardship implementation for pension funds and family office clients, drafting responsible investment ...