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Showing 181 - 190 of 264 results for "Advice Group"

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
Stanford Brown has appointed a new chief investment officer. Ashley Owen joins the boutique advice group from portfolio management firm Philo Capital, where he was also chief investment officer. He is also currently a director at Third Link Investment ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
AZ Next Generation Advisory has acquired a Brisbane advice group which manages $130 million in client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning ...

New CEO for RI Advice Group

KERRIE SYDEE  |  MONDAY, 25 JUL 2016
ANZ owned RI Advice group has appointed a new chief executive officer. After spending more than 12 years' with the group, Peter Ornsby will step into the role. He previously held the role of senior national manager - advice and operations with RI Advice ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... group has also beefed up its resources, with more than 200 staff working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the ...

ANZ makes two senior advice appointments

ALEX BURKE  |  THURSDAY, 21 APR 2016
... business. Darren Whereat, now general manager aligned dealers and advice standards, was previously chief executive of RI Advice Group. Prior to that, he was head of key accounts and dealer services at BT Financial Group, and has also held senior roles ...

AZ NGA acquires Fortnum-aligned advice group

ALEX BURKE  |  WEDNESDAY, 13 APR 2016
AZ Next Generation Advisory has acquired a Sydney-based Fortnum-aligned advice group. Priority Advice Group (PAG), located in Chatswood, was founded in 1987 by Russel Marx and Alan Krowitz. Its leadership team, including managing director Larry Fingleson ...

HUB24 signs white label deal with Lifespan

ALEX BURKE  |  MONDAY, 14 MAR 2016
... network, which employs 140 authorised representatives throughout Australia. "We're proud to partner with such a quality advice group and we're looking forward to working with Lifespan's extensive network of representatives," said HUB24 managing director ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... Next Generation Advisory has made its seventh acquisition, purchasing a Toowoomba-based practice. Part of the RI Advice Group, RI Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition of Harvest ...