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Showing 371 - 380 of 2809 results for "Advisory"

UK pension giant eyes Australian timber

JAMIE WILLIAMSON  |  FRIDAY, 9 AUG 2024
... $70 billion workplace pension fund has enlisted Campbell Global, J.P. Morgan Asset Management's timberland investment advisory company, to develop a portfolio of direct investments focused on traditional timberland. Australia is one of the markets Nest ...

AFSLs can lose licence on CSLR intervention

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
... said about 3000 complaints with AFCA will likely end up at the CSLR. In addition to the 2773 complaints related to Dixon Advisory, roughly 300 come from 31 other financial firms. Singh emphasised that AFSLs are responsible for the payment of compensation ...

Wilsons Advisory snaps up private wealth practice

ELIZA BAVIN  |  FRIDAY, 2 AUG 2024
Statton Partners will join Wilsons Advisory Private Wealth division, adding the firm's clients, client assets and advisers to the business. The Statton Partners team will be moving into Wilsons Advisory's Sydney offices in the coming months ...

Build Your Wealth adviser cops ban

KARREN VERGARA  |  FRIDAY, 26 JUL 2024
... AFSL operated from September 2020 to December 2023. Luff also ran Active & Ethical Financial Solutions trading as Vivid Advisory under Build Your Wealth's AFSL. ASIC said Luff's advice to clients in relation to the Storehouse Trust was "not appropriate ...

SMSFs thrive amid ATO compliance complications

MATTHEW WAI  |  THURSDAY, 25 JUL 2024
... Guiamatsia also signified an increase on property investment interests and longevity protection as a "bigger part" of the SMSF advisory package. She did however raise a crucial struggle for SMSF trustees, advisers and accountants, stating that the ongoing ...

ASIC hits Melbourne adviser with travel ban

ELIZA BAVIN  |  TUESDAY, 23 JUL 2024
... is currently a licensed financial adviser operating in Queensland, New South Wales and Victoria through Wealth Effect Advisory, King Financial Group (VIC), King Financial Group (NSW), and King Financial Group (QLD). Wealth Effect Advisory is an Australian ...

Cbus hires from VFMC for key ESG role

ROSE MARY PETRASS  |  TUESDAY, 23 JUL 2024
... and priorities." A former UniSuper manager of governance and sustainability, she has held several sustainable investing advisory roles including with the Australian Sustainable Finance Initiative. Williams also led UniSuper's strategy and approach ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
... Insignia Financial celebrates the separation of its self-employed adviser channel, with the official commencement of Rhombus Advisory this month. It retains a 37% stake in the business. Meantime, a further $23 million has been set aside to remediate ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... be registered with the TPB as of 1 January 2022. Allegro Funds acquired PwC's embattled Australian public sector advisory business for $1 at the height of the scandal. It rebranded as Scyne Advisory and took on 1750 former PwC staff.

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... services companies." Kidmans managing director Ross Hedrick said: "Zanacorp has been delivering quality accounting and advisory services since 1989 and has a strong reputation in the community. We are excited to bring Joe and his clients into Kidmans." ...