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Showing 151 - 160 of 1851 results for "Financial Group"

Three universities ditch financial planning courses

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... of the loss of further education institutions is worrying in this context," Palmer said. It comes as Viridian Financial Group co-founder Brett Arnol said with HSC results in New South Wales released next week, school leavers should consider a career ...

Bain Capital bids for Insignia Financial

KARREN VERGARA  |  FRIDAY, 13 DEC 2024
... a 12.5% stake, according to the latest annual report, followed by Hostplus' 9.1% interest. Mitsubishi UFJ Financial Group and First Sentier Investors each have 8.3% interests. Australian Retirement Trust (8.2%), State Street (7.1%), and Vanguard ...

AMP nabs Mercer wealth manager

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... Advance following the merger of St.George Bank and Westpac in December 2008, where Advance became part of the BT Financial Group. Allmey joined Advance in June 2002 as senior business development manager. Before that, he was the national marketing manager ...

AustralianSuper replaces retirement lead

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... head of corporate solutions at Outlook Financial Solutions and head of distribution for super solutions at BT Financial Group. "Shane is a passionate, collaborative and authentic leader who has a proven ability to bring teams together to deliver outcomes ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... foundations. She reported to Riccardo Briganti, who has also been at Cambooya for around five years, landing from BT Financial Group. Before that, Young was a senior member of the investment team at the Myer and Baillieu family offices. In these firms ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... just walk away from a subsidiary," he said. The defunct Libertas Financial Planning, which was owned by Sequoia Financial Group, is one example where ASIC cancelled the AFSL for failing to pay an AFCA determination. Last week, ASIC canned the AFSL of ...

Bell Financial takes lead on SelfWealth takeover

KARREN VERGARA  |  MONDAY, 25 NOV 2024
SelfWealth is forging ahead with Bell Financial Group's (BFG) takeover of the trading platform as the latter raises its bid price to edge out its competitor. The two parties entered a scheme implementation deed in which BFG raised its bid price to 25 ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... various leadership roles within the now defunct financial advice business. She has also held senior roles at BT Financial Group and Count Financial. In a profile interview earlier this month, Lykouras - who was the first woman to lead JBWere - told Financial ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... covering developed, emerging and Australian equities at her role. She was also a portfolio manager, equities at BT Financial Group and joined TCorp in 2021 after a short stint at Hargreaves as an investment specialist. Director and lead manager, research ...

Second bidder enters SelfWealth takeover talks

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... takeover of SelfWealth heats up as AxiCorp Financial Services attempts to ensnare the trading platform from Bell Financial Group (BFG). AxiCorp has lobbed a bid of 23 cents per SelfWealth share, one cent more than what BFG proposed on Wednesday. Global ...