Search Results | Showing 51 - 60 of 621 results for "Advice firm" |
| | | Ascalon Capital continues to stack up its executive lineup, welcoming a new deputy chief executive. Shailesh Jain has joined the firm as partner and deputy chief executive. He will drive Ascalon's investment research and consulting initiatives ... |
| | | | ... identified quickly, investigated and confirmed not to have led to any client loss," he said. Overall, ASIC alleges the advice firm did not meet its AFSL obligations as it failed to have adequate policies, frameworks, systems and controls in place to ... |
| | | | Ascalon Capital has bolstered its consulting team with two senior appointments from major investment research houses. The investment and asset consultant has welcomed David Boyle from Lonsec as a partner and Sean Currie from Zenith Investment Partners ... |
| | | | Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ... |
| | | | ... focused innovation, Profile said. Most recently, Dooley served as chief executive of Much More Than Money. The financial advice firm said the appointment underscores its commitment to enhancing its client-centric approach and accelerating its growth ... |
| | | | Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ... |
| | | | DASH Technology Group (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private ... |
| | | | ... and it's not scalable - so how do we get the scale?" While admitting he has a natural bias as chair of a digital advice firm, Knox said digital advice is the obvious answer. "If you think about digital advice, everyone pictures a robot. Nobody wants ... |
| | | | Defunct advice firm Equiti Financial Services, since renamed DOD Bookkeeping, which has been placed into liquidation, has been slammed with an $11.03 million penalty for providing "cookie cutter" advice and breaching conflicted remuneration laws. Equiti ... |
| | | | A Fullerton-based accounting and financial planning firm has entered a binding transaction with Count subsidiary Count Adelaide. Johnston Grocke is to merge with Count Adelaide, in a deal to move forth Count's strategy of "creating a national footprint ... |
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