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Showing 71 - 80 of 103 results for "Dixon Advisor"

Dixon cuts US property fund value

ELIZA BAVIN  |  TUESDAY, 14 JAN 2020
Dixon Advisory has slashed the value of its US property fund by 30%, in yet another blow to the wealth management firm. The responsible entity for the US Masters Residential Property Fund (URF), Walsh & Company, blamed general weakness in the New York ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
The former head of international equities at Evans & Partners has launched a new boutique and appointed a head of distribution from J.P. Morgan, flagging further hires over the next 12 months. Stephen Arnold, who managed more than $1 billion at Evans ...

Corporate governance LIC slashes fees, appoints portfolio manager

ALEX BURKE  |  WEDNESDAY, 6 DEC 2017
An ASX-listed investment company focusing on ASX 100 companies ranked by corporate governance standards has negotiated a significant reduction in its total expense ratio and appointed a portfolio manager from Evans Dixon. Australian Governance Masters ...

Major advice firm endorses first home super saver scheme

DARREN SNYDER  |  WEDNESDAY, 9 AUG 2017
A prominent financial advisory firm is backing the Federal Government's First Home Super Saver Scheme even though it has received backlash from superannuation industry bodies. Dixon Advisory believes the latest draft legislation proposes more flexibility ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
Two of Australia's eminent financial advice businesses are expected to merge by the end of November. Evans & Partners and Dixon Advisory have entered an agreement to form new entity Evans Dixon. The merger will see the existing businesses retain their ...

Court fines SMSF admin for "free setup" ads

ALEX BURKE  |  WEDNESDAY, 4 NOV 2015
The Federal Court of Australia has fined Superannuation Warehouse Australia (SWA) for misleading "free setup" advertising. ASIC commenced legal action against SWA in May for advertising self-managed superannuation fund setup services on two separate ...

Executive appointment round-up

DARREN SNYDER  |  FRIDAY, 7 AUG 2015
LUCRF Super head of investments is leaving and J.P. Morgan Asset Management has appointed a chief executive of Asia Pacific, global investment management. These are among the list of the biggest industry moves this week. UniSuper appoints legal specialists ...

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
FIIG Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income ...