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Showing 51 - 60 of 268 results for "Financial Advisory"

ASIC terminates illegal investment scheme

ALLY SELBY  |  WEDNESDAY, 29 JUL 2020
... Crennan said. ASIC has also obtained an order to wind up related company MyWealth Protection, with Deloitte Financial Advisory appointed liquidators of the scheme and its related companies.

ESG investing now mainstream: deVere

ALLY SELBY  |  TUESDAY, 28 APR 2020
... and the collapse of oil prices have pushed responsible investing to the fore, according to global independent financial advisory deVere. A shift towards ESG was already taking place, however, the COVID-19 crisis has kicked the transition into overdrive ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... adviser is Dominique Bergel-Grant, who shifted to a digital model four years ago. The founder of Sydney-based financial advisory business LeapFrog LIFE, Bergel-Grant now works between picturesque Lake Wanaka on the South Island of New Zealand and Sydney ...

Count Financial bolsters leadership team

ALLY SELBY  |  MONDAY, 6 APR 2020
... service, and also served as the governor and secretary of the Institute of Internal Auditors. Countplus sold its financial advisory business Count Financial to the Commonwealth Bank in 2011 for $373 million. It acquired the business back from the bank ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... been disadvantaged so far amid the COVID-19 pandemic. Work is currently ongoing for the acquisition of new financial advisory client bases and new franchised offices, Fiducian said, while some are approaching finalisation. Despite these assurances, Fiducian ...

Times of turmoil create opportunities: deVere

ALLY SELBY  |  WEDNESDAY, 25 MAR 2020
With global stock markets rallying overnight, the chief executive of an independent financial advisory firm has pointed to key sectors that are benefiting from the spreading COVID-19 pandemic. deVere Group founder and chief executive Nigel Green said ...

Accountant convicted in fee no service scam

ELIZA BAVIN  |  MONDAY, 9 MAR 2020
... making false or misleading statements. The court found Jason Cullen, an accountant employed by an accounting and financial advisory firm, raised two invoices for amounts totaling $275,000 to be addressed to NewSat. The invoices were issued for purported ...

Investment firm nabs former BlackRock fundie

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... experience," APN said. "Danielle has held a number of senior roles, most recently as the chief investment officer at financial advisory firm Strategic Financial Management." Prior to her role at Strategic Financial Management, Carter spent a brief period ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... (RSE) licencee, Aracon Superannuation, and of the trustee of Aracon Superannuation Fund. Its clients include financial advisory firms, brokers and wealth managers.

Morgan Stanley acquires E*TRADE

ELIZA BAVIN  |  FRIDAY, 21 FEB 2020
... technology, and established brand will help position Morgan Stanley as a top player across all three channels: financial advisory, self-directed, and workplace." "In addition, this continues the decade-long transition of our firm to a more balance sheet ...