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Showing 161 - 170 of 1850 results for "Financial Group"

Magellan chief operating and financial officer departs

ELIZA BAVIN  |  WEDNESDAY, 13 NOV 2024
Magellan Financial Group announced Kirsten Morton has resigned as chief operating officer and chief financial officer. Morton started with the group in June 2013 in the joint role of chief financial officer and chief operating officer. She also served ...

Magellan warns of staggering sovereign debt

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
The unrelenting rise in sovereign debt could adversely impact investment markets, according to Magellan Financial Group, particularly as global public debt is expected to exceed US$100 trillion by the end of this year. Magellan warns that in many parts ...

Federal Court quashes case against ex-Dixon Advisory director

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
... constitution to explicitly allow its directors to act in the best interests of E&P Operations (EPO), a subsidiary of E&P Financial Group, and authorised Dixon to enter into an agreement with EPO, which favoured EPO at Dixon's expense. ASIC claimed the ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... to develop an affordable, one-off and topic-based financial advice offer for CFS customers, she said. Viridian Financial Group advice general manager Brett Arnol said: "Our investment in technology over the past 10 years, along with developing new advisers ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... advice Andrew Sherlock Prosperity Wealth Advisers director and head of financial services Hamish Landreth Saltwater Financial Group director and senior financial adviser Sophie McClelland DP Wealth Advisory director Andrew Wielandt Peak Wealth Management ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
E&P Financial Group will delist from the ASX after shareholders narrowly approved the move at the Extraordinary General Meeting (EGM). Some 76.5% of E&P shareholders agreed that the company should delist at the EGM held on November 1. The delisting ...

Westpac profits drop as it prepares for leadership change

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
... impacts from various legal proceedings brought against it. Westpac said while the class action filed against BT Financial Group, Westpac Securities Administration and Westpac Life Insurance (now known as TAL Life Insurance) in October 2023 reached a ...

amicaa head of distribution exits

ELIZABETH FRY  |  MONDAY, 28 OCT 2024
... Gordon also worked as a relationship manager for BT Funds Management following Westpac's full acquisition of BT Financial Group in late 2002. Earlier, he worked at Colonial First State, covering corporate superannuation. amicca was founded in 2019 ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... the process of bringing in family members into the advisory relationship more effectively, fellow panellist SWFS Financial Group director Shitij Mann said the firm shifted its identity last year from a financial planning company to a financial services ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth, and Picture Wealth are the AFSLs ...