Search Results | Showing 21 - 30 of 66 results for "Shaw and Partners" |
| | ... joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently held a similar role at Shaw and Partners and has previously served in a number of adviser support roles, auditing advisers and vetting SOAs. Lifespan chief executive ... |
| | | ... already using Complii can now access the Cashwerkz platform. Complii is currently used by brokerage leaders Shaw and Partners, Canaccord Genuity Patersons, Argonaut Securities and Blue Ocean Equities. |
| | | ... movements, while the vast majority of licences lost advisers Synchron's adviser count grew from 505 to 528. Shaw and Partners Financial Planning also experienced huge growth in the period, more than tripling its headcount from five advisers to 36. ... |
| | | ... with continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it was considering ... |
| | | ... the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the advisers using ... |
| | | ... Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners Soteria Capital Watershed Funds Management Australian Fixed Interest JB Were Mason Stevens Prime Financial Group Real ... |
| | | ... new agreements will have a positive impact and exceed the revenue decline, Praemium said in an ASX statement. Shaw and Partners is the latest to extend its partnership with the platform provider, signing on for a further five years to expand its managed ... |
| | | ... a long-term strategic partnership to expand globally. EFG International paid $61.2 million for the stake in Shaw and Partners, valuing the company at $120 million. Shaw and Partners has $12 billion in funds under advice while the Swiss group has US $130 ... |
| | | ... Macquarie reported the misconduct to ASIC and dismissed both advisers. Both advisers then went on to be licensed by Shaw and Partners for more than 12 months before they were banned by the regulator. "The view was expressed to me that if they were banned ... |
| | | ... likes of Arnotts Biscuits and Flexirent Capital. Meanwhile, Baillie is a former senior investment advisor at Shaw and Partners and founder of JB & Partners Corporate Advisory, specialising in corporate succession planning. The AGM also saw the proposal ... |
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