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Showing 1 - 6 of 6 results for "Yellow Brick Road Wealth Management"

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... to 279, with 71 exiting in the last six months. Meanwhile, GWM lost 49 and Meritum lost 17. Yellow Brick Road Wealth Management, which was sold to Sequoia at the start of the year, and Elders, which is being wound down shed virtually all their advisers. ...

Fees for no service remediation passes $250 million

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... Services (trading as BankVic), State Super Financial Services (trading as StatePlus), and Yellow Brick Road Wealth Management. These licensees have paid or offered $37.3 million in remediation to customers. ASIC said it is also aware that five AFSLs ...

YBR boosts revenue by 288%

ALEX BURKE  |  TUESDAY, 3 MAR 2015
Yellow Brick Road Wealth Management (YBR) has increased its revenue by 288% to $59.2 million in the half-year to 31 December 2014. This corresponded with an 84% growth in life insurance sales and a gross profit of $11.9 million (up 94%). YBR's half-yearly ...

Twitter co-creator to speak at AFA Conference

LAURA MILLAN  |  TUESDAY, 27 AUG 2013
... plenary sessions and 39 stream and masterclass sessions, Fox said. Other speakers will be Yellow Brick Road Wealth Management executive chairman Mark Bouris and AFL Premiership coach Paul Roos Fox said that this year's AFA Conference introduces sessions ...

Towers Watson builds investment team

ELISE BURGESS  |  TUESDAY, 15 FEB 2011
... over four years experience in the financial services sector during which she held roles at Yellow Brick Road Wealth Management working on due diligence, capital raisings, private placements and stock research, and CommSec as a campaign manager. Danny ...

Mercer planning chief joins Yellow Brick Road

COMPANY RELEASE  |  MONDAY, 1 NOV 2010
Yellow Brick Road Wealth Management has appointed Scott Walters, former head of financial planning at Mercer Wealth Solutions, to the role of retail head of financial planning. Walters will be responsible for leading and growing all aspects of the retail ...
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