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Showing 101 - 110 of 412 results for %22Link Advice%22

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... US, and now the first Australian advice firms to join the boutique network have been announced. Brady & Associates Group, Link Financial Services Group and the Westwood Group will join the Connectus Wealth Advisers network, having been acquired by Focus. ...

Dealer group chief executive departs

ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
... been fortunate to make some amazing friends both within IOOF and across the industry." Revealing the next phase of its Advice 2.0 strategy in September, IOOF has restructured its advice licensees into two core businesses, appointing two new chief executives ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... the end of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances were brought together as an integrated advice group to be led by former Milennium3 chief executive Helen Blackford. At the time the restructure was announced, IOOF could ...

Link rejects takeover offer

ELIZA BAVIN  |  FRIDAY, 23 OCT 2020
Link Group has concluded the takeover proposal led by Pacific Equity Partners and Carlyle Group materially undervalues the business. The consortium, led by the two private equity firms was offering $5.20 per share via a scheme of arrangement. Link said ...

IOOF fund operations lead departs

JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
... its licensees, creating two distinct businesses. The new businesses will be led by Millennium3's Helen Blackford and RI Advice's Peter Ornsby, while Bridges' Nathan Stanton and Shadforth's Terry Dillon will remain in the current roles. A spokesperson ...

Consortium eyes Link Group

KARREN VERGARA  |  TUESDAY, 13 OCT 2020
Two private equity firms are spearheading a takeover of Link Group to acquire 100% of the ASX-listed administrator. The consortium led by Pacific Equity Partners and Carlyle Group is offering $5.20 per share via a scheme of arrangement. Perpetual, which ...

MLC Wealth risk lead departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 SEP 2020
... risk officer for the retirement and investment solutions and platforms division. Sutherland has been chief risk officer (advice) at MLC Wealth for eight months. Pryor said on LinkedIn: "Right now, I want to bid farewell to my colleagues of the past 4.5 ...

Westpac scraps SG direct debits

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 21 SEP 2020
... payment methods transitioned early without any issues, according to the fund's group executive member experience and advice Shawn Blackmore. "Overall the process has run smoothly." Westpac set up a dedicated help line for businesses and all AustralianSuper ...

It's not a bird or a plane; it's a new trading platform

ALLY SELBY  |  MONDAY, 7 SEP 2020
... clients, family offices, institutional clients and not-for-profits, offering portfolio services, funds management, and wealth advice solutions. According to its website, Sanlam has partnered with the next generation of financial creators in a bid to ...

ASIC takes action against BTFM, Asgard, StatePlus

JAMIE WILLIAMSON  |  THURSDAY, 20 AUG 2020
... alleges that on 2643 occasions from September 2014 to August 2017 Asgard charged 404 customers around $130,006 for financial advice after requests were made for advisers to be removed from their product accounts and after the advisers ceased providing ...