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Showing 211 - 220 of 1850 results for "Financial Group"

Regulation, profitability top adviser worries: BT

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... and you are not bringing in new clients and increasing revenue, your business is going backwards," said Empire Financial Group managing director Raymond Pecotic. The third area of concern revolves around finding and retaining staff, according to 24% ...

AWAG invests in advice firm, adds to network

KARREN VERGARA  |  MONDAY, 8 JUL 2024
... with CHPW Financial, AWAG operates an investment management unit Armytage Private. It has a 5% shareholding E&P Financial Group (EP1) via Armytage. The group has a total of funds under administration and management of more than $2.1 billion. "AWAG has ...

Sequoia professional services lead exits, restructures business

KARREN VERGARA  |  THURSDAY, 4 JUL 2024
Sequoia Financial Group's head of professional services, who worked with a group that attempted to overthrow the current leadership, has left the firm as part of an executive and structural shake-up. Brent Jones was appointed as head of Sequoia's professional ...

Panel declares 'unacceptable circumstances' for Sequoia

KARREN VERGARA  |  TUESDAY, 2 JUL 2024
... Takeovers Panel declared that rogue shareholders, which include Glennon Capital, seeking to gain control of Sequoia Financial Group were not transparent about their relationship and breached substantial shareholder laws. In an update to the ASX relating ...

Clime completes Madison Financial sale

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
Clime Investment Management has completed the sale of Madison Financial Group after entering a strategic partnership with Infocus Wealth Management. The parties previously entered a full form binding sale deed to implement the sale and strategic partnership ...

Prime Financial Group adds to c-suite with new role

ELIZA BAVIN  |  TUESDAY, 25 JUN 2024
Prime Financial Group has appointed James Lake to the newly created position of chief growth officer and Andrea Slingsby as independent non-executive director. Prime said both appointments are key to its next phase of growth as the group continues work ...

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Prime Financial Group (PFG) is set to acquire an unnamed firm that operates investment research and funds management services. PFG flagged that a confidential non-binding indicative offer has been made to the Melbourne-based firm. If the offer is successful ...

AustralianSuper bears brunt of complaints: AFCA

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... Financial Planning recorded 19 complaints, 10 of which closed at case management stage. Advice Essentials and Madison Financial Group received eight complaints each. Derivatives and hedging securities comprised most of the complaints in the investments ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Rising Star of the Year - Distribution Guy McInerney, Franklin Templeton Social Media Campaign of the Year BT Financial Group - People Behind Panorama Video Campaign of the Year BNP Paribas - Green Bonds Website of the Year GQG Partners

Sequoia chief learns his fate at EGM

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
Sequoia Financial Group held an extraordinary general meeting (EGM) this week to consider a resolution to remove chief executive and managing director Garry Crole. Shareholders voted against removing Crole, securing 59.95% of the votes, with 40.05% ...