Search Results | Showing 81 - 90 of 3747 results for %22RI Advice Group%22 |
| | | E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ... |
| | | | ... 2023 ESG Power50 list, readers of FS Sustainability along with FS Super - The Journal of Superannuation Management and FS Advice - The Australian Journal of Financial Planning, as well as the broader corporate Australian community will have a say in ... |
| | | | ... also become the "preferred provider" of financial advice to members and staff of Australian Unity. The "augmented advice group" will support the financial wellbeing of approximately 60,000 Australians. It will manage over $40 billion in funds under advice ... |
| | | | ... acquisition would add significant revenue, boost its team of salaried financial advisers to 19, and create a financial advice group with the scale to further expand in other locations. The entire prospective amount of $10 million in cash will be financed ... |
| | | | Colonial 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 ... |
| | | | ... look forward to continuing this momentum and, most importantly, providing new and existing clients with the market-leading advice and service they expect." Siapikoudis added that the role brings his fund manager experience and principal investor lens ... |
| | | | The success behind high-performing financial advice firms is largely driven by their ability to operate strategically with discipline and help advisers focus on servicing clients' needs, a new analysis shows. A study by Macquarie Business Banking and ... |
| | | | A Sydney-based advice firm will merge with MEDIQ Financial Services, as the latter sets in motion a plan to take on every major city. Merging with MEDIQ is Omega Financial Solutions and Omega Accounting Solutions, having signed a definitive agreement ... |
| | | | ... provide misleading information to non-English speaking customers despite being reprimanded by ASIC and AFCA. In financial advice, investment and financial advice complaints rose 51% year on year to 4840. Some 1726 related to bad advice from Dixon Advisory ... |
| | | | ... response, ASIC said it is carefully reviewing the outcome. "ASIC pursued this case as part of our focus on trustee oversight of advice, which, if not done properly, can enable inappropriate behaviour by service providers and others," ASIC deputy chair ... |
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