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Showing 101 - 110 of 1624 results for "Financial Group"

New Quantum reveals Nasdaq listing plans

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... Quantum at $1.1 billion, following its acquisition of a majority interest in Morrison Securities from Sequoia Financial Group in June. "New Quantum's technology and platform have the potential to revolutionise the financial services industry by providing ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
BT Financial Group technical consultant Tim Howard says super contribution planning is top of mind for clients and their financial advisers this end of financial year. On a recent podcast episode, Howard told Financial Standard it's not just about ...

Sequoia backs budding investment manager

CASSANDRA BALDINI  |  TUESDAY, 13 JUN 2023
... Hird and chair Alan Hall. A further $500,000 will also be offered in the form of provisions and services, Sequoia Financial Group investment manager Winston Sammut explained to Financial Standard. The services include the addition of Sammut and "a number" ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... surveillance of the former adviser looked at client files from his time as an authorised representative of Madison Financial Group. Following the ASIC investigation, Vick will not be able to provide financial services, perform any function involved in ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... reveals, making it the only fund manager to suffer double-digit outflows during the period. Together with Magellan Financial Group, which lost $6 billion, and Pendal Group which lost $5 billion, the trio accounted for $24 billion in negative net flows. ...

Sony to list financial services business

KARREN VERGARA  |  WEDNESDAY, 24 MAY 2023
... its financial services arm, a diversified unit operating in life insurance, banking and venture capital. Sony Financial Group Inc (SFGI), which operates in life and non-life insurance, banking, nursing care and venture capital, is due to list as its ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... Harrison served as chair of Synchron, a role he took up in 2011 and held until the group's acquisition by WT Financial Group in 2022. His involvement with Synchron stretches back to 2007, when he began consulting on strategy and marketing for the ...

AZ NGA partners with advisory firm

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... accounting and advice firm McLean Delmo Bentleys, also based in Melbourne. In 2022, it acquired a stake in SCM Financial Group and co-invested in Virtual Business Partners with Invest Blue.

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... Wales and the ACT for close to two years. He has also previously held distribution roles with AIA Australia and BT Financial Group, and also served as a claims assessor at AXA. Innova managing director and co-chief investment officer Dan Miles said the ...

More misfortune for Magellan

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
Once again, Magellan Financial Group has experienced a drop in its total funds under management (FUM), falling a further $0.5 billion. It saw net outflows of $2.4 billion, comprising net retail outflows of $0.4 billion and net institutional outflows ...