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Showing 1 - 10 of 32 results for "URF"

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |  THURSDAY, 12 DEC 2024
... the substantial fees that were being generated by the Dixon business group from the US Masters Residential Property Fund (URF) product, the extent to which the regulatory focus on the financial advice provided to Dixon Advisory clients ignored the serious ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... escape unscathed from providing conflicted advice relating to its in-house product, the US Masters Residential Property Fund (URF). In 2016, financial advice businesses Evans & Partners and Dixon Advisory merged to create Evans Dixon and listed on the ...

E&P Financial Group seeks to delist

KARREN VERGARA  |  TUESDAY, 24 SEP 2024
... escaped unscathed from providing conflicted advice relating to its in-house product, the US Masters Residential Property Fund (URF). "The motion is relevant to E&P as it references E&P subsidiary Dixon Advisory & Superannuation Services Pty Limited (subject ...

Hanson backs Dixon Advisory inquiry

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... escape unscathed from providing conflicted advice relating to its in-house product, the US Masters Residential Property Fund (URF). The inquiry will be heard under the Senate Economic Committee after Senator Hanson secured cross-parliament support. FAAA ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... Advisory and how so much money was lost by clients in the E&P Financial Group's US Masters Residential Property Fund (URF). Getting to the bottom of this will only happen through a public inquiry. We are continuing to call for a public inquiry, and ...

ASIC scraps Libertas' AFSL for unpaid compensation

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... administration. Dixon Advisory, which morphed into ASX-listed E&P Financial at the height of the US Masters Residential Property Fund (URF) scandal, is one prominent example. There are more than 2700 Dixon Advisory victims who currently have a claim ...

Court delays DASS class action settlement approval

KARREN VERGARA  |  FRIDAY, 5 APR 2024
... former director Christopher Brown, sought redress for bad advice provided in relation to the Masters Residential Property Fund (URF). Victims argued that Dixon financial advisers invested their money in the in-house product by not considering their best ...

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... investments was excessive. Further the related entity investments recommended, such as the US Masters Residential Property Fund (URF), carried more risk than the complainant understood or needed. The fees were also excessive when compared to alternative ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... which related to representatives giving conflicted advice for its in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
... action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under ...
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Editor's Choice

First Sentier expands mandate with Northern Trust

MATTHEW WAI  |   11:13AM
Northern Trust will offer a range of front-to-back solutions as third-party administrator for First Sentier Investors under an extended agreement.

Venture capital exits expected to grow in 2025: Preqin

ELIZA BAVIN  |   11:10AM
The venture capital market is expected to see even more exits in 2025 after the sector was impacted by higher interest rates throughout 2024.

FAAA slams 'underlying issues' in CSLR

ELIZA BAVIN  |   11:08AM
The FAAA has made a submission to the Senate Economics Committee calling out underlying issues brought to the fore by the establishment of the CSLR.

NRL legend joins private wealth firm

ANDREW MCKEAN  |   12:02PM
Ex-National Rugby League (NRL) player Cooper Cronk has joined Viola Private Wealth as an ambassador.

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