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Showing 611 - 620 of 2810 results for "Advisory"

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme is provided for under the Social Security Act 1991 ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... Evolution Trustees is the trustee of the fund, iPlatforms is the administration platform, Allen Partners provides capital advisory, Aksia handles research, and Ashurst is the fund's legal adviser. "Barrenjoey is proud to be creating a meaningful social ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... financial advisers to support their retiree members or clients," he explained. Rogan will join Household Capital's advisory board to share his expertise and experience. Previously, he co-founded Retirement Essentials after a long career at Challenger. ...

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... distribution team. He has also held distribution roles at Perpetual Asset Management and owned an independent private wealth advisory firm. The appointment follows the hiring of Sam Dowling as sales director for NSW and Western Australia in June this ...

DASS clients pushed to accept paltry recoupment

ANDREW MCKEAN  |  FRIDAY, 2 DEC 2022
Dixon Advisory and Superannuation Services administrators have said it's in the best interest of the failed group's creditors to vote in favour of a proposed deed of company arrangement that would see them receiving as little as 3.1 cents on ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
... consultant in the private banking department of Macquarie Bank. There he was primarily involved in establishing the investment advisory practice in the Melbourne office for high-net-worth clients. "We're delighted to have someone of Steven's ...

Perpetual names planned post-acquisition executive lineup

CHLOE WALKER  |  WEDNESDAY, 30 NOV 2022
... the two business together," Adams said. Importantly, he said, several senior Pendal executives will also remain in an advisory capacity for varying periods of time. "The combined group will be better positioned to drive and invest in future growth through ...

AZ NGA buys stake in SCM Financial Group

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
AZ Next Generation Advisory (AZ NGA) has acquired a stake in SCM Financial Group (SCM) following a competitive tender process. SCM's strategic partnership with AZ NGA will enable it to fulfil its key priorities including enhancing the group's service ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... adhere to policies and procedures over their investment processes, including ESG research, to ensure investors receive the advisory services they would expect to receive from an ESG investment. In response, Goldman Sachs Asset Management said it is pleased ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... Abood presented data that relayed the current cost of advice from young professionals to retirees collected from 549 advisory firms. "We found, not surprisingly, that not only are the cost very high but there is now a little difference in cost to advise ...