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Showing 51 - 60 of 2385 results for "Advisory"

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 ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
Australian Unity entered into a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... the future of advice, and we have been wanting to scale up our services for you to increase our impact on helping the advisory profession to grow," she said. "We now have the bandwidth and the resources to do that." VBP chief executive David Carney said ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August, Edge is the ...

Regal Partners acquires PM Capital

ANDREW MCKEAN  |  FRIDAY, 3 NOV 2023
... established by its current chair and chief investment officer Paul Moore; it serves Australian retail investors and financial advisory groups. It has more than $2.7 billion in funds under management (FUM) as at September 30. Regal Partners will pay an ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ...