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Showing 101 - 110 of 2393 results for "Advisory"

Frontier adds two consultants

ELIZABETH FRY  |  FRIDAY, 18 AUG 2023
... private markets research and working directly with Frontier clients. Most recently, Kadzere worked in strategy and M&A deal advisory roles at Sayers Group and Golden Gate Advisory. Before that, she worked in analyst roles at PwC, mining heavyweight BHP ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... back-office services to their financial advice networks. Madison signed a non-binding Heads of Agreement with PDG, an advisory representative board for Godfrey Pembroke advisers. Under the agreement, they will launch a new entity called Service Co, which ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... the future with an open mind". The deal will "support the ongoing expansion of Stockspot's industry-leading digital advisory platform and cutting-edge technology and underscores Mirae Asset's commitment to driving innovative investment solutions ...

FSCP issues slap on the wrist to adviser

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... to retail clients between January 2022 and March 2022. Looking closely at the FSCP's fourth determination, Capital Advisory director and financial planner Michael Miller said that some of the lessons that can be taken from it are similar to the third ...

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
ASIC is taking former Dixon Advisory & Superannuation Services (DASS) director Paul Ryan to the Federal Court in an alleged breach of duties that led to creditors suffering significant losses. The corporate regulator believes Ryan put the interests ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... and tailored risk insurance solutions." She added that it will see the team "raise the bar for client-centric insurance advisory." "Our clients will benefit from comprehensive insurance advice designed to address their unique needs and risk profiles ...

Australia a "most exciting place" for GQG: Barker

CHLOE WALKER  |  THURSDAY, 3 AUG 2023
... built a solid base of investors amongst the super funds, and then went out and built a team to service the wholesale and advisory market." "Australia presents a strong area of growth for us, and I look to try and replicate that everywhere. It's exactly ...

ASX appoints former ASIC chair to lead advisory group

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
... clearing and settlement boards during their efforts to rectify the CHESS replacement debacle. The ASX said members of its advisory group will include senior leaders who will bring valuable perspectives from issuers and investors, along with extensive ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting from the merger of advisory firms Foster Raffan and iPlan. During a time when advice businesses require more support than ever, Molesworth mentioned that ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... 4840 investment and financial advice complaints, up 51% year on year. However, 1726 related to bad advice from Dixon Advisory and 656 came from foreign exchange-related complaints for Best Leader Markets. Stripping these out, there were 2458, investment ...