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Showing 41 - 50 of 2380 results for "Advisory"

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... 2018. Just two months later she was licensed by Ballast Financial Management and, about 18 months later, she jumped to AD Advisory Services. Here, she operates under Addicott Partners. Anderson is a member of the Association of Independently Owned Financial ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... firms has become a key plank in our refreshed strategy," he noted. "We want to be Australia's leading professional advisory group and we will achieve this by investing in high quality advisory firms and supporting business owners to achieve their ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... Property Fund (URF), for $16 million. Shine alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider clients' particular needs or entire ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
... by Sheila Patel, former chair of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA chair of McKinsey. The advisory board includes: Former US Treasury secretary Larry Summers, former co-manager of the Scottish Mortgage Investment Trust at ...

Former JPMAM Australia head joins Nest

KARREN VERGARA  |  TUESDAY, 28 NOV 2023
... Private Bank and held senior roles at Bankers Trust. Since leaving JPMAM in 2021, Farrell has worked part-time as an advisory board member of the Bandes Institute, an investments research organisation. Nest chief executive Mark Fawcett said: "In the ...

ASFA appoints Mary Delahunty as chief executive

CASSANDRA BALDINI  |  THURSDAY, 23 NOV 2023
... years. She will continue as the interim chief until Delahunty commences. Delahunty joins from her own consultancy, Seven Advisory, where she spent almost two years as managing director. Before that, she worked at HESTA for a little over 10 years, starting ...

Fidelity International chief exits

KARREN VERGARA  |  TUESDAY, 21 NOV 2023
... global chief investment officer. London-based Richards currently serves on Women on Boards as an ambassador and is on the advisory board of The Lord Mayor's Appeal. With a background in engineering, she began her career as a research fellow at intergovernmental ...

ASX awards settlement, clearing mandate

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... act amid concerns over ASX's ineptitude to deliver on the transformation by appointing Alan Cameron to chair the Advisory Group to oversee the project. ASIC chair Joe Longo said: "This is an important decision by ASX, but there is still a long way ...

ASIC strips institutional broker's AFSL

ANDREW MCKEAN  |  THURSDAY, 16 NOV 2023
... right to seek a review of ASIC's decision through the Administrative Appeals Tribunal. Meanwhile, First City Corporate Advisory Services' AFSL has also been suspended, effective October 3. The corporate advisory firm's suspension lasts until 27 March ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
... million. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider clients' particular needs or entire financial ...