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
With Sanlam Private Wealth coming under ASIC pressure regarding the number of responsible managers in its business, law firm Holley Nethercote explores what the role entails and how to stay on the right side of the law.
Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm.
Recruitment agency Robert Walters has revealed the expected salary ranges for Australian financial advisers in 2025, with one particular state seeing a decline.
As global PE firms scope out the Australian wealth management industry, Finura predicts which other local names may potentially receive a takeover offer this year.