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Showing 661 - 670 of 2809 results for "Advisory"

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
Kath Nell has been appointed to the position of chief people officer by the privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
AZ Next Generation Advisory (AZ NGA) and Invest Blue will co-invest in Virtual Business Partners (VBP), a paraplanning and back-office solutions provider based in the Philippines. Under the deal, AZ NGA and Invest Blue will acquire a 40% interest in ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
... need for a broad-based Compensation Scheme of Last Resort (CSLR) following ASIC's recent notice for former Dixon Advisory clients to register any complaints with the Australian Financial Complaints Authority (AFCA). Just last week, advisers were ...

TIP Group launches first UK fund

ANDREW MCKEAN  |  FRIDAY, 5 AUG 2022
... key hires. This month TIP named Rachel Swift as chief strategy officer; she is leading the wealth division's corporate advisory practice. In June, TIP Group also appointed Timothy Wong as its new head of equity and Michael Baragwanath as head of weal ...

Contact AFCA now: ASIC urges Dixon Advisory clients

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
Former clients of Dixon Advisory and Superannuation Services have been told to get in quick with their complaints to the Australian Financial Complaints Authority to ensure they're eligible for compensation. ASIC plans to write to former clients of ...

Barrenjoey joins forces with Kiwi broker

CHLOE WALKER  |  WEDNESDAY, 3 AUG 2022
... has formed a strategic alliance with New Zealand based investment bank Forsyth Barr for reciprocal access to research, advisory and capital markets services. The pair, who recently worked together as joint lead managers on the IPO of infrastructure maintenance ...

Class bolsters leadership with new general managers

CHLOE WALKER  |  TUESDAY, 2 AUG 2022
... previously served more than a decade as chief executive of ENGAGE Super Audits and spent time as a partner, SMSF assurance and advisory at Deloitte. Panos Alexandratos, who has played a key role in the leadership team for the last eight years, will continue ...

TIP Group appoints chief strategy officer

CASSANDRA BALDINI  |  MONDAY, 1 AUG 2022
... strategy officer. Swift will split her time between Adelaide and Sydney, leading the wealth division's corporate advisory practice, effective immediately. She is a senior advisor, executive and director with 18 years' experience across business strategy ...

AUSIEX chief executive retires

CHLOE WALKER  |  FRIDAY, 29 JUL 2022
... boasts an impressive track record in the financial services industry, with previous roles chief operating officer and advisory board member at Investment Trends. In his place, Patrick Salis will become the new chief executive from September 1 and in ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
... volatility. "Underpinning this growth momentum are client wins in workplace super and positive engagement within the advisory channel. Flows into MLC's retail asset management offering were once again positive, offset by outflows from the institutional ...