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Showing 171 - 180 of 1851 results for "Financial Group"

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 ...

Jupiter AM awards distribution mandate

KARREN VERGARA  |  TUESDAY, 22 OCT 2024
UK active fund manager Jupiter Asset Management has inked a new distribution partnership as it targets the superannuation sector and attempts to expand in the region. The £51.3 billion ($100bn) investment manager hired Melbourne-based Institutional ...

IAM announces new product, appointment

ELIZA BAVIN  |  MONDAY, 21 OCT 2024
... as UBS Investment Bank and Bluestone Home Loans and was most recently a partner in corporate advisory at Prime Financial Group. "Perkins' expertise in originating, structuring, and managing asset-backed securities will be instrumental in ensuring the ...

Franklin Templeton boosts sales team

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... Australia for four years. She previously worked as a southern sales specialist at Pengana Group, PM Capital, and BT Financial Group. Morgan started her career in 2005, holding roles at Schroders and Northern Trust and gaining experience in funds management ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... "challenging period" for Clime, reporting a statutory loss of $3.8 million. During the period, it offloaded Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three ...

Longreach distribution lead exits for new role

ELIZABETH FRY  |  FRIDAY, 11 OCT 2024
... 23 years' experience in the financial services industry. He has worked at Rothschild Asset Management, BT Financial Group, Credit Suisse Asset Management, Aberdeen Asset Management and Peters MacGregor Capital Management a value-based international ...

Colonial First State hires PE head, farewells sales exec

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... Walker was the national account manager at Barclays Global Investors and the corporate super specialist for BT Financial Group.

E&P Financial Group seeks to delist

KARREN VERGARA  |  TUESDAY, 24 SEP 2024
The board of E&P Financial Group (EP1) is moving to delist from the ASX, claiming the company is materially undervalued thanks to the barrage of regulatory proceedings and class action litigation it faced in recent years. These issues have sustained ...

Global X hires new chief executive

KARREN VERGARA  |  MONDAY, 23 SEP 2024
... decade-long tenure at the fund manager. Metcalf became chief executive of Global X in 2022 right after Mirae Asset Financial Group acquired the firm for an undisclosed amount, which was known as ETF Securities back then. Before Global X, Metcalf worked ...