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| | | ... fundamental value and peers. E&P will shortly face an upcoming public inquiry into its role in the collapse of Dixon Advisory. The senate referred the inquiry to the Wealth Management Companies to the Senate Economics References Committee, which will ... |
| | | | ... investments and advice category, marking a 26% drop compared to the previous financial year. "Excluding complaints about Dixon Advisory and Superannuation Services, investment and advice complaints reached an all-time low at 2709 complaints," AFCA said. ... |
| | | | ... announced their successors. The SMSFA has welcomed Heffron managing director Meg Heffron, Vincent director of superannuation advisory Brett Griffiths and Matrix Norwest partner and general manager Lachlan Sue to the board. The trio bring over half a ... |
| | | | After assessing a large volume of Dixon Advisory complaints, the Australian Financial Complaints Authority (AFCA) warned financial advisers of their responsibilities to manage conflicts of interest under the Conflicts Priority Rule. AFCA senior ombudsman ... |
| | | | ... any efficiencies or strategies have been incorporated to streamline the process of bringing in family members into the advisory relationship more effectively, fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity ... |
| | | | ... corporate lending in Australia and New Zealand, has hired Nigel Credlin, who most recently served as a partner and wealth advisory director at William Buck. Credlin, who has over two decades of experience, has also held roles as a private investment ... |
| | | | ... largely offset by much improved net flows from a range of incumbent clients, as well as $40 million from a newly added advisory group," Wamsteker said. "Over the long term Praemium and Powerwrap clients have typically grown their businesses at strong ... |
| | | | ... prominent institutions such as UBS Investment Bank and Bluestone Home Loans and was most recently a partner in corporate advisory at Prime Financial Group. "Perkins' expertise in originating, structuring, and managing asset-backed securities will be ... |
| | | | ... families, and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment. |
| | | | ... out the best transition for myself, Tribeca, and for the clients," she said. The new firm will appoint Aylward on its advisory board. It will also continue to use the middle- and back-office set up from Tribeca via a commercial agreement. For clients ... |
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