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Showing 341 - 350 of 407 results for "Advisory Firm"

More tax changes needed to aid local funds: BDO

MEDIA RELEASE  |  FRIDAY, 21 JAN 2011
Advisory firm BDO has raised its concerns on the Government's proposed tax changes on investment income of foreign funds, arguing they do not fully address the tax uncertainties that make Australian capital markets less appealing to overseas investors. ...

Hillross awards top adviser

ELISE BURGESS  |  FRIDAY, 21 JAN 2011
... awarded the 2010 Hillross Adviser of the Year while Arrive Wealth Management (South East Queensland) wins Hillross Advisory Firm of the Year. Chalk has worked as an adviser for 25 years and a Hillross authorised representative for 12 years. "Dianne displays ...

US manager charged with fraud

RUTH LIEW  |  WEDNESDAY, 19 JAN 2011
... investment program, which cost investors $8 million in illicit commissions and fees. Warren Nadel, through his investment advisory firm Registered Investment Advisers and his broker-dealer Warren D. Nadel & Co. encouraged clients to invest in a purportedly ...

BFG to integrate firms

ELISE BURGESS  |  MONDAY, 22 NOV 2010
Southern Cross Equities and financial advisory firm Bell Potter will integrate into one brand from 1 July 2011, according to Bell Financial Group (BFG). BFG said that it would combine the two separate businesses to create a single retail, research ...

Former RetireInvest MD moves to Centric Wealth

ELISE BURGESS  |  THURSDAY, 18 NOV 2010
... financial planning, has moved into head of mergers, acquisitions and growth for the non-institutionally owned wealth advisory firm. Centric Wealth has $4.9 billion in assets under advice (AUA) and advises on $20 million in-force risk insurance cover. ...

ETFs distort stock fundamentals

ALEX DUNNIN  |  WEDNESDAY, 3 NOV 2010
... drivers behind global stock prices, pushing macro beta factors to fore rather than fundamentals, said hedge fund advisory firm Hennessee Group. "ETF's have grown in popularity, they are accounting for a larger share of daily stock-trading volume and ...

More defensive products hit marketplace

JOHN MCDULING  |  MONDAY, 1 NOV 2010
... opportunities for investors who are prepared to invest a bit more broadly than simply high grade corporate bonds," the advisory firm said. The fund has a mandate to invest in a broad range of fixed income securities and will target a 3 to 6 year maturity ...

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
The Accounting Professional & Ethical Standards Board (APESB) has extended its consultation period on a proposal to ban members who offer financial planning services from charging asset-based fees from July next year. The Accounting Professional & Ethical ...

ISS co-founder leaves proxy advice industry

ELISE BURGESS  |  TUESDAY, 24 AUG 2010
... his departure after ISS Australian operations co-founder Dean Paatsch announced that he is leaving the governance advisory firm after six years. Paatsch's history is that of being a central to acting on behalf of investors against company boards on issues ...

AMP Capital adds ESG researcher

PRESS RELEASE  |  MONDAY, 2 AUG 2010
... Carlsson-Sweeny as an environmental, social and governance (ESG) analyst. He joins the firm after working at independent advisory firm Arbor Partners where he provided sustainable investment research to institutional investors. Carlsson-Sweeny previously ...