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| | | Managed accounts firm Evidentia Group will acquire practice management advisory firm Encore Advisory Group. The partnership will deepen Evidentia's business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial ... |
| | | | ... for more than three years. Commenting, Lofthouse said the appointment builds on the establishment of the newly formed Advisory Group on Corporate Governance (AGCG), which replaces the ASX Corporate Governance Council. "I am delighted that Lucinda is ... |
| | | | ... restricting at Klynveld Peat Marwick Goerdeler (KPMG) and Pricewaterhouse Coopers (PwC). He also tenured at a boutique advisory and as the chief executive of an NFP start up. These roles spanned the UK and Europe as well as the US and South-East Asia ... |
| | | | ... accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized enterprises. It has six partners and 70 employees. ... |
| | | | ... The wealth management business had funds under advice (FUA) of $21.5 billion at the end of June. It operates financial advisory firms Fordham Group, Perpetual Private, Jacaranda Financial Planning and Priority Life. "There is no certainty of reaching ... |
| | | | The ASX announced Phillip Lowe as chair of the newly formed Advisory Group on Corporate Governance (AGCG). Per the recommendations made in the October expert review panel's report, the AGCG was established to replace the ASX Corporate Governance Council. ... |
| | | | ... oversee platform and fund relationships, distribution, practice management and implementation teams, and the corporate advisory function. These areas that underpin Ascalon's collaborative model and its work with advice businesses, asset managers ... |
| | | | The Financial Advice Association of Australia (FAAA) appointed three members to its board who will serve a term of three years. Viridian Financial Group joint chief executive Glenn Calder and Marshan Consulting managing director Ben Marshan join as ... |
| | | | ... fleet management and employee benefits company, between 2019 and 2023. After that, he was a director of M&A and corporate advisory firm Leins Capital. His prior experience includes working as co-head of financial institutions at UBS in Australia and ... |
| | | | ... widespread coverage, potentially doubling the cost, he added. "If fund managers want to raise serious money from the advisory market, they need a research report, and more importantly, a positive rating, as a starting point to getting on APLs, and then ... |
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