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Showing 531 - 540 of 2809 results for "Advisory"

RBA deputy governor joins Westpac

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
... the bank and our customers will continue to have the benefit of Bill's extensive experience and knowledge in his new advisory capacity," he commented. Ellis' appointment coincides with uncertainty around RBA governor Phillip Lowe's position as ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... of job - one where he garners a portfolio of super fund, asset manager and wealth platform clients who are looking for advisory expertise as they sharpen up their value proposition. Jollie believes the next decade will see significant structural change ...

Allegro unveils PwC entity as Scyne Advisory

CASSANDRA BALDINI  |  TUESDAY, 4 JUL 2023
Embattled PwC's Australian public sector advisory business will remerge as Scyne Advisory following its takeover from private equity firm Allegro Funds. Allegro funds confirmed the new business, which it acquired for $1, will be fully independent ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... Hugh Humphrey, the transaction is reflective of Count's "disciplined execution of its strategy to invest in high quality advisory firms." "Bruce Edmunds & Associates has an enviable track record of delivering quality accounting services to clients and ...

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... at the Federal Court on August 11. In the past, Atkins described Magnolia Capital as a "boutique funds management and advisory group with nearly $1 billion in funds under advice, operating across Australia, Hong Kong, and Singapore". "Magnolia was founded ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... Dixon, as it was previously known, faced several upheavals that included an investigation by ASIC into subsidiary Dixon Advisory and Superannuation Services for providing dodgy advice to retail clients regarding its own US Masters Residential Property ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... person under the written direction," the FSCP said. Comparing the FSCP's first and second determinations, Capital Advisory director and financial planner Michael Miller said while the first decision was fairly light on detail, given the nature of ...

Ontario Teachers' appoints head of APAC

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... portfolio in the region. Crane has nearly three decades of experience in public and private markets, investment banking and advisory services in both APAC and the Americas, OTPP explained. Prior to joining OTPP, he spent 10 years at OMERS Infrastructure ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians and be led by Warnecke managing principal Peter Burrows. The two businesses bring over 70 years ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer from engaging in any credit activities and from providing ...