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Showing 1141 - 1150 of 2811 results for "Advisory"

Dixon cuts US property fund value

ELIZA BAVIN  |  TUESDAY, 14 JAN 2020
Dixon Advisory has slashed the value of its US property fund by 30%, in yet another blow to the wealth management firm. The responsible entity for the US Masters Residential Property Fund (URF), Walsh & Company, blamed general weakness in the New York ...

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
... the founder of Koala Kids Foundation, a charity that supports children with cancer and their families. Crestone head of advisory Michael Tritton said: "Delivering the best investment-led offering for clients was instrumental; a focus on client outcomes ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... offering in recent months, including Suetonius Wealth Management, Sanlam Private Wealth, Newport Private Wealth, Premium Advisory, SBA Advice, Lucerne and Consilium Advice. Powerwrap chief executive Will Davidson said Powerwrap is a strong strategic ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... Garry Crole said: "From Sequoia's perspective, this gives us the opportunity to significantly enhance our core existing advisory and wealth management business, whilst providing our advisers with expert solutions for their clients' mortgage needs."

Financial Standard Holiday Cooking Guide 2019

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2019
Some of Australia's financial services industry leaders share their favourite recipes for the festive season - some naughty, some nice. If you're looking for something to do with your down time this holiday season, why not try out a recipe from ...

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... Planning, but what eventuated was even bigger. The following month the group sold off part of its advice arm to Viridian Advisory and shuttered its aligned dealer groups, Magnitude and Securitor. Advisers were given the option of going elsewhere, though ...

Charlie Aitken resigns from Contango

ELIZABETH MCARTHUR  |  THURSDAY, 19 DEC 2019
... announced. He is managing partner of the corporate finance division of Findex and was managing director and founder of Avenue Advisory. Poutakidis sits on the advisory board of Civilex and is the founder and chair of the Theofilos Foundation, a charity ...

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... with little consideration or appreciation of the complexities and costs associated with providing clients professional advisory services", he explained. "The impact on businesses, clients, staff, families, finances and mental/emotional well-being on ...

ANZ Private hands out $3.5b mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 11 DEC 2019
ANZ Private has awarded a $3.5 billion mandate for multi-asset tactical asset allocation advisory. DWS was the recipient of the mandate, providing advisory services for tactical asset allocation on multi-asset model portfolios. As a result of the mandate ...

AMP welcomes former PwC partner

ELIZA BAVIN  |  WEDNESDAY, 11 DEC 2019
... decided against seeking re-election to the AMO board when his current term ends. He wishes to spend more time on his advisory work, including a follow up to the Indian Economic Strategy report which he submitted to the prime minister in 2018. The board ...