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Showing 411 - 420 of 2808 results for "Advisory"

Budget 2024: Chalmers looks to reset aged care, NDIS

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... to co-design NDIS reforms with people with disability. It will also spend $45.5 million to establish a NDIS Evidence Advisory Committee. A further $160.7 million is being spent to update the NDIS Quality and Safeguards Commission's IT systems, and $20 ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... on listed investment and trading solutions. A key milestone was the launch of Desktop Broker, which caters to wealth advisory firms, enabling them to offer trading and investment solutions to their clients. Concurrently, Bell Potter Capital, a sister ...

Head of institutional capital departs MA Financial

JAMIE WILLIAMSON  |  TUESDAY, 14 MAY 2024
... its real estate, credit, and private equity strategies. Pyke is joining JLL, taking on the role of co-head of equity advisory for Australia and New Zealand. He will work alongside co-head of equity advisory, Australia and New Zealand Luke Prokuda. "By ...

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The Australian Financial Complaints Authority (AFCA) added 544 more Dixon Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association ...

Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... across funds management, asset management, originations and execution, project financing, board roles and investment advisory. Before joining JANA in 2018, she spent three years in Westpac's project finance team, co-managing several large privatisations ...

OpenMarkets brings on corporate advisory firm

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
The fintech signed a strategic agreement that will see boutique advisory firm Rawson Lewis join its ranks. Rawson Lewis specialises in advising and structuring public capital markets transactions, including IPOs rights issues and placements, as well ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... newly appointed Jacobsen, who has been given a mandate to accelerate the company's growth and "redefine how professional advisory businesses deliver value to clients." Jacobsen will lead a 1250-strong workforce, which includes the team from Elixir Consulting ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... robust brand reputation is the foremost consideration for consumers when selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch providers seek assistance with policy cancellation. ...

Perpetual confirms KKR acquisition talk

JAMIE WILLIAMSON  |  MONDAY, 29 APR 2024
... hoped to announce the deal last Wednesday during its quarterly market update but delayed doing so on the advice of its advisory team. At 10am today, Perpetual entered a trading halt, citing a further announcement. Approximately one hour later, it issued ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute ...