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Showing 1161 - 1170 of 2812 results for "Advisory"

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... group Benjamin Regnat; and head of SPDR ETFs, Australia and Singapore Meaghan Victor. The group also comprised: Viridian Advisory chief investment officer Piers Bolger; Morgan Stanley vice president, head of product Shaun Bornstein; Credit Suisse executive ...

Calls for clarity on personal advice in DDO

KANIKA SOOD  |  MONDAY, 11 NOV 2019
... provider," the FSC said in its submission published on October 29. "Similarly, financial advice dealer groups and financial advisory intermediaries are a common distribution channel for financial products to be directly distributed to retail clients." ...

Super fund adds industry veteran

JAMIE WILLIAMSON  |  WEDNESDAY, 6 NOV 2019
... Society's National Diversity Council in Australia. She is also currently a director of the Queensland State Investment Advisory Board and WorkSafe Victoria. Wilton has also previously served as a director of ESS Super, the National Breast Cancer ...

Macquarie to cut jobs

ELIZA BAVIN  |  WEDNESDAY, 30 OCT 2019
... markets," the statement said. "Macquarie will retain an ECM offering in all regions alongside its global cross-border advisory platform."

Labor supports FASEA extension, confusion remains

ELIZABETH MCARTHUR  |  MONDAY, 28 OCT 2019
... clearer about its stance on the extension, saying the lack of clarity has led to unneeded confusion. "It would give the advisory industry some certainty and take some pressure off of many advisers struggling to run businesses and do all the extra study," ...

CountPlus firm acquires advice boutique

HARRISON WORLEY  |  THURSDAY, 17 OCT 2019
... of the CountPlus network has acquired a boutique financial planning practice. Kidmans Partners has acquired Latitude Advisory Services in a move designed to broaden its offering. Latitude managing principal Rod Geilman is set to become a principal and ...

Count Financial bolsters team as part of transition

ELIZABETH MCARTHUR  |  THURSDAY, 17 OCT 2019
... time the sale was announced, Count Financial was home to approximately 350 advisers. CBA also recently offloaded CommSec Advisory to Morgans for an undisclosed sum.

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
BT Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

Volcker Rule tweak gets green light

KANIKA SOOD  |  THURSDAY, 10 OCT 2019
... Paul Volcker who proposed the restrictions on speculative trading by big banks as a part of Barrack Obama's economic advisory panel. Obama endorsed it in 2010 and the five agencies approved final regulations in 2013.

Moelis eyes new private credit fund, appoints lead

KANIKA SOOD  |  THURSDAY, 3 OCT 2019
... $800 million is in credit investments. "Credit is a core area of specialty across both asset management and in corporate advisory. Oliver will augment the firm's existing deep credit capability," Moelis Australia head of asset management Andrew Martin ...