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Showing 761 - 770 of 2810 results for "Advisory"

E&P Financial Group hit with class action

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... conduct. The law firm has taken Dixon and E&P Financial Group (EP1) to the Federal Court, and also named subsidiary Dixon Advisory and Superannuation Services in the lawsuit for their alleged involvement in providing bad advice to retail clients who ...

SG Hiscock rejigs fund

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
... across Australia and New Zealand. The SGH Emerging Companies Team will run the fund, guided by the SGH Medical Technology Advisory Board; a board that comprises the likes of St Vincent's Medical Research Institute former chair Brenda Shanahan and ...

HNW advice firm joins William Buck

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... and small business advice. Montefiore said the unique opportunity to combine an established high-net-worth financial advisory business with a mid-tier chartered accounting firm made the transaction exciting for the team. "It will allow us to establish ...

Honan acquires Modern Risk Solutions

ELIZABETH MCARTHUR  |  MONDAY, 1 NOV 2021
Honan Insurance Group has acquired Modern Risk Solutions, an insurance and risk advisory specialist focused on emerging tech, startup and life sciences. The acquisition sees Modern Risk continue operating as a discrete entity, to be referred to as Modern ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... shareholding in an accounting firm Southern Cross Business Holdings. In June, it added Adelaide Private Wealth and DMCA Advisory to the fold.

Australian corporate bond overhaul

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
... bonds, so that a wider range of investors can access corporate bonds. Engagement with universities and the financial advisory industry to educate and raise awareness about corporate bonds, in particular retail corporate bonds. Lowering the minimum investment ...

Two senior leaders exit Iress

KARREN VERGARA  |  MONDAY, 25 OCT 2021
... Blomfield was the chief executive of Investment Trends. He also held senior roles at Commonwealth Bank, MF Global and Dendiri Advisory. Group executive of strategy and client solutions Simon New takes over as chief commercial officer. New joined Iress ...

Harvey Kalman joins Raiz

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
... and chair of the audit and investments board committee for the Menzies Foundation and chair of the Financial Planning Advisory Board at Deakin University. He also has been a director of the Victorian Legal Services Board and previously held executive ...

APRA appoints investment risk lead from TCorp

KARREN VERGARA  |  FRIDAY, 22 OCT 2021
... was appointed head of investment risk at APRA in September. Stewart recently finished up as TCorp's head of investment advisory after more than six years with the government body. Before that role, he was a senior manager of investment advisory, and ...

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds. It agreed to acquired New York-based Central Park Group for ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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