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Showing 221 - 230 of 1850 results for "Financial Group"

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... Partners for nine years. Insight Private Wealth principal Sam Stillone is now the head of growth. Former Shadforth Financial Group co-founder and director Jim Kilkenny now serves as chair. More than 1000 clients who include high-net-worth families, professionals ...

Former Queensland adviser struck off permanently

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
... Administrative Appeals Tribunal for a review of the decision. Gordon, who was an adviser and director of Refocus Financial Group between 2015 and 2018, was found to have misappropriated funds deposited by clients for property development purposes. He ...

T. Rowe Price hires to strengthen adviser relationships

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... then as business development manager covering NSW and ACT. Prior to that, Banasiak held various roles with BT Financial Group. Ross welcomed Banasiak to the Australian distribution team, saying she has an established record in business development and ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
Clime Investment Management will sell Madison Financial Group and managed accounts platform WealthPortal to Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and ...

TCorp reorganises investment team

JAMIE WILLIAMSON  |  THURSDAY, 23 MAY 2024
... before moving into the lead portfolio delivery role. Before joining TCorp, Trollor spent more than four years at BT Financial Group as head of portfolio construction and sustainability, BT Investment Solutions. "The appointments underscore the depth ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... its total $238 billion (as at 31 December 2023), meaning about $14 billion will leave the firm. Mitsubishi UFJ Financial Group acquired FSI in 2019 for $4.2 billion. It was previously known as Colonial First State Global Asset Management when it was ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... of business development specialist. He joins from Marsh McLennan and has previously held roles with Shadforth Financial Group and MLC in addition to five years in advice practices. Finally, Nathan Caccamo has been appointed to the position of business ...

Link Group rebrands as acquisition completes

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... of the scheme of arrangement with Mitsubishi UFJ Trust and Banking Corporation, a subsidiary of Mitsubishi UFJ Financial Group. The business comprises two divisions, MUFG Corporate Markets and MUFG Retirement Solutions. Vivek Bhatia, whose title is now ...

Sequoia seeks Takeovers Panel intervention

KARREN VERGARA  |  FRIDAY, 17 MAY 2024
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting. Crole and Pattison, on behalf ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
Bell Financial Group has today launched Tandem Securities, an end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the ...