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Smith Peterson join St. Louis law firm

Smith Peterson, a century-old Council Bluffs law firm, has joined with a full-service regional law firm serving Midwestern businesses.

Joliet
Illinois
United-states
Nebraska
Kansas-city
Kansas
Iowa
Springfield
Missouri
Overland-park
Chicago
Council-bluffs

Inappropriate advice complaints to AFCA jump 589%

Two investment firms have made up almost half of investment and advice complaints as AFCA reports a rise of 589 per cent in complaints about inappropriate advice during FY2022–23.

Australia
Australian
Evans-dixon
Australian-financial-complaints-authority
Compensation-scheme
Last-resort

5 takeaways from a year of adviser movements

Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months and how the adviser landscape has changed.

Evans-dixon
Bell-financial-group
Money-management
Wealth-data
New-year
Financial-advisers-register
Blue-rock

A troubled history of DASS

As E&P appoints a new chief executive and the government brings in the CSLR that should help affected consumers, Money Management has collated a timeline of events at the troubled Dixon Advisory and Superannuation Services.

Australia
Australian
Ben-anderson
Piper-alderman
Evans-dixon
Ben-keeble
Australian-financial-services
Us-masters-residential-property-fund
Australian-financial-complaints-authority
Superannuation-services
Compensation-scheme
Last-resort

E&P appoints new chief executive

E&P appoints new chief executive
financialstandard.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialstandard.com.au Daily Mail and Mail on Sunday newspapers.

Babcock-brown
Ben-keeble
David-evans
Peter-anderson
Evans-dixon
Asia-pacific
Us-masters-residential-property-fund
Superannuation-services
Ep-financial-group
Dixon-advisory
Residential-property-fund
Hastings-funds-management

Activist battle looms for troubled property fund

E&P Financial Group and K2 Asset Management are in battle with an activist manager around the best way to handle the troubled US Masters Residential Property fund.

New-york
United-states
Australia
Australian
Samuel-terry
Evans-dixon
Fred-woollard
Investments-commission
Ep-financial-group
Residential-property
Australian-securities
Dixon-advisory

Over 170 advisers have faced disciplinary action since 2015

New analysis from Wealth Data has revealed that some 175 advisers have been affected by disciplinary actions over the last nine years.

Australia
Colin-williams
Evans-dixon
Bank-australia
Morgan-stanley
Royal-commission
Wealth-data
Beyond-bank-australia
Count-group
Picture-wealth

Samuel Terry to reject URF appointment of K2

The drama at the troubled US Masters Residential Fund is not over yet, as its largest shareholder vows to contest the appointment of K2 as responsible entity.

New-jersey
United-states
Samuel-terry
Evans-dixon
Dixon-advisory

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