Hillross expands technical advice function
Hillross has established a technical advice board of industry experts across the legal, tax and financial service industries, charged with identifying investment and wealth protection strategies for its clients.
The board is also tasked with pre-empting changes in the regulatory, tax, economic and social landscape that may create investment and financial opportunities for clients
Managing director John McMurdo said establishing the board was “particularly important now, as our advisers deal with increasingly sophisticated customers, markets and products.
“We recognised the need to better support our advisers and to offer them leading edge advice tools and strategies,” he said.
Technical advice board members include:
* Andrew Bloore, smartsuper chief executive;
* Daniel Butler, DBA Butler Lawyers;
* John Ciacciarelli, AMP TapIn;
* Alex Denham, Challenger head of technical services;
* Peter Haggstrom, DWS Investments head of technical services;
* Jason Slade , PwC, is a consultant to the Board
Recommended for you
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.