Search Results | Showing 21 - 30 of 154 results for "Ord Minnett" |
| | ... second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned advisers now only represent 27% of the segment. Another ... |
| | | ... providing risk advice. As for the largest superannuation advice businesses, Morgans leads with 367 advisers, followed by Ord Minnett with 190, and Commonwealth FP and JBWere with 179 each. |
| | | Ord Minnett handed down a third-party clearing services mandate to FinClear for an agreed term of five years. The deal will integrate FinClear into Ord Minnett's workflows and bring EL&C Baillieu staff across to FinClear. Ord Minnett acquired EL&C ... |
| | | A former Goldman Sachs executive will join Ord Minnett as head of equities in December. Angus Esslemont was an executive director at Goldman Sachs, leading the emerging company sales unit for nearly four years. Prior to that, he worked in small cap ... |
| | | ... significant growth in its underlying net profit as inflows continued to rise following the acquisition of Xplore Wealth and Ord Minnett's Portfolio Administration and Reporting Service (PARS). In its full-year results, HUB24 reported an underlying NPAT ... |
| | | Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ... |
| | | ... infrastructure and PPPS and later principal, head of social infrastructure and aged care. She has also previously worked at Ord Minnett and Henderson Global Investors. In her new role, Mizzi will establish and grow Plenary's boutique funds management ... |
| | | ... licensee agreements with large boutiques and self-licensed practices throughout the March quarter. The acquisition of Ord Minnett's Portfolio, Administration and Reporting Services (PARS) contributed $9.3 billion in PARS FUA and combined with Xplore's ... |
| | | ... $16.4 million. Total FUA which includes the newly acquired Portfolio Administration and Reporting Service (PARS) from Ord Minnett, reached $31 billion. HUB24 chief executive Andrew Alcock said the results show HUB24 continues to set new records. "Our ... |
| | | ... investment adviser and branch manager Luke Rybarczyk, previously a client adviser at Bell Potter for nearly 10 years. "Ord Minnett was the right choice for our clients given a strong history of servicing a wide range of private clients large and small," ... |
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