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Showing 1301 - 1310 of 2871 results for "Advisory"

Remediation to hit Westpac earnings

HARRISON WORLEY  |  MONDAY, 25 MAR 2019
... to access," Westpac said. The bank recently announced it would jettison its financial advice business, with Viridian Advisory set to take on a number of its advisers. By exiting personal advice, Westpac said it would unlock value, given advice had become ...

Challenger super fund names advisory board

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2019
A new superannuation fund has created an advisory board to guide its development, including a former AMP director of savings and retirement, and a director of Impact Investment Partners. TOMORROW Super, led by former BT Financial Group executive Wes ...

Westpac exits personal advice, restructures leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 MAR 2019
... Financial Group will cease as a standalone division. The group has also agreed to sell a number of advisers to Viridian Advisory. BT Financial Group will cease to be a standalone division of Westpac Group. Further, Westpac will no longer provide personal ...

Liquidation likely for Halifax

HARRISON WORLEY  |  FRIDAY, 15 MAR 2019
... boast 27 partners and more than 200 specialists across restructuring, forensic, performance improvement and financial advisory services.

Advisers to return US$125m in fees

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
... combined with continuous investment advice and other services." "Regardless of the scope and duration of the investment advisory services, investment advisers are fiduciaries and, as such, their duties of care and loyalty require them to disclose their ...

HNW advice firm backs AfterPay rival

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
... for a homegrown AfterPay rival, in a private debt opportunity for its clients. Escala Partners worked with corporate advisory firm Henslow to inject $30 million in debt and equity funding into buy-now-pay-later company PayRight. Escala's head of fixed ...

Influential women in private equity

KANIKA SOOD  |  FRIDAY, 8 MAR 2019
... of the highest levels of capital raised and deployed, the most exits and decent returns, according to private equity advisory firm Bain and Capital. Alicia Gregory, head of private equity, Future Fund The $147 billion sovereign wealth fund's private ...

Government launches TPB review

HARRISON WORLEY  |  WEDNESDAY, 6 MAR 2019
... leadership in the tax profession extend to his roles as chair of the Taxation Centre of Excellence and the National Tax Advisory Committee for CPA Australia, and Robert pointed to his decades of legal and tax experience. James currently serves as a consultant ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... revision to Prime's business model to that of a full-service professional services firm across accounting and business advisory, wealth management and capital advisory." Prime Financial Group has four main business areas: accounting and business advisory ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... platform acquisition helped boost its full-year results to December 2018. The stockbroking, investment and financial advisory firm saw revenue increase 7% to $220 million year on year. The majority of revenue was generated by brokerage services of $112.9 ...