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Showing 241 - 250 of 2869 results for "Advisory"

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... placed emphasis on structured, well-governed businesses that operate like a corporate entity, rather than a traditional advisory practice.

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

Australian Ethical PM departs

ELIZA BAVIN  |  THURSDAY, 24 JUL 2025
... who will assume full management of the fund from the end of September. Australian Ethical said Gracey will remain in an advisory capacity until mid-December 2025. "I've enjoyed the past 20 years at Australian Ethical immensely and am proud to have ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
Although the Senate Committee Inquiry into Dixon Advisory was expected to lapse due to the election, the Financial Advice Association of Australia (FAAA) is shedding light on the possibility of resuming the process. FAAA general manager of policy, advocacy ...

Binance appoints new head of Australia

MATTHEW WAI  |  WEDNESDAY, 23 JUL 2025
... Binance said. Poblocki brings 20 years' experience across various sectors, including senior executive roles at Matrix Advisory, PayPal, Afterpay, eBay, and more across the international market. Notably, he has worked with various regulators, including ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... cyber-incident and four smaller occurrences in 2021-2022. "The main incident related to legacy data held by a FPW authorised advisory practice for record keeping purposes, from a prior licensee for about 9828 clients. It did not include records where ...

CC Capital drags feet on Insignia takeover bid

KARREN VERGARA  |  MONDAY, 21 JUL 2025
... Fidelity & Guaranty Life provider, commercial data and analytics firm Dun & Bradstreet, and investment technology and advisory solutions firm Wilshire. Insignia recently finalised the outsourcing of about 1300 staff who worked in the master trust business ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... various articles and lists, including the BRW Rich 200, Executive Rich and Young Rich list. KC has also interned in the Advisory division of PricewaterhouseCoopers. VFMC investment chief Russell Clarke said: "The appointment is expected to be in place ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... capability-matched by a strong understanding of the advice landscape. "His ability to bridge institutional discipline with advisory needs will be instrumental in helping our clients grow with purpose and clarity." As for Currie, Roga said he brings a ...