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Showing 11 - 20 of 2380 results for "Advisory"

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... Palm Beach-based family office, this offering is achieved via a dual US and Australian-regulated asset management and advisory business. "This will allow clients to access investment advice and invest directly into US, Australian and international markets," ...

Former financial adviser sanctioned by ASIC

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... financial services, or provide financial services. Additionally, he is forbidden from offering legal, accounting, or advisory services to entities engaged in financial services. Jaidka runs an accountancy firm, K2 Advisors, dedicated to vocational training ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... growth and our desire to complete the remediation programmes," he said. Insignia said the establishment of the new Rhombus Advisory is progressing, with adviser sentiment positive. It is on-track for profitability and separation this time next year ...

ASIC vigilant on bad SMSF advice

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... in a managerial capacity of any entity operating a financial services business or providing legal, accounting or other advisory services to a financial services business. Sciacca also reinforced ASIC's focus on scrutinising the SMSF sector this year ...

Count posts positive results ahead of Diverger takeover

CHLOE WALKER  |  TUESDAY, 20 FEB 2024
... acquisition of Diverger on March 1." After the Diverger transaction is completed, Count will become one of the largest advisory businesses in Australia, with over 550 financial advisers. This achievement has been further boosted by its Affinia transaction ...

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... product. "Fund boards rely on advisers to provide accurate disclosures, especially when involving issues that can impact the advisory contract... VanEck Associates' disclosure failures concerning this high-profile fund launch limited the board's ...

DASS compensation drags AFCA, lead decision published

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Compensating Dixon Advisory and Superannuation Services (DASS) victims continues to eat up the Australian Financial Complaints Authority's (AFCA) time and resources, so much so that a "lead decision" has been published to expedite the process. The complaints ...

Head of property at Hostplus exits

ELIZABETH FRY  |  FRIDAY, 16 FEB 2024
... where he held a product development role within the investment management division. He has also held property equity advisory roles with National Australia Bank's wholesale team. Earlier, he was a senior analyst at Macquarie Group and held the same ...

Prime to acquire boutique fund manager

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... net profit after tax was up 16% year on year to $2.2 million. Prime operates wealth management, capital and corporate advisory, accounting, and business advisory, and SMSF business units. Altor director and head of distribution Harley Dalton said: "In ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...