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Showing 281 - 290 of 1850 results for "Financial Group"

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
AMP has appointed a former BT Financial Group executive to its ranks to lead its superannuation, master trust, and investments unit. Melinda Howes will take on the role of group executive for superannuation and investments from 29 January 2024, leading ...

PSK acquires Perth-based advice group

CASSANDRA BALDINI  |  TUESDAY, 17 OCT 2023
PSK Private Wealth is expanding into Perth with the acquisition of Sage Financial Group. Sage has more than 30 years of history, founded by Peter Tucker and John O'Neill in 1989. Under the acquisition, all its team, comprised of 20 employees and ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
Vista Financial Group has made its second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The ...

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... across product development, regulatory change, operations, and sales functions at institutions including AMP, BT Financial Group, Kaplan Professional Australia, AXA, and AIA. Most recently, she served at MLC Life head of technical services, research ...

Magellan FUM, share price tumble

ANDREW MCKEAN  |  FRIDAY, 6 OCT 2023
Magellan Financial Group's funds under management (FUM) has continued to nosedive, following the fund manager registering $2 billion in net outflows. At September end, the ASX-listed company's FUM stood at $35 billion, consisting of $16.2 billion from ...

MA Financial boosts fund with $20m acquisition

CASSANDRA BALDINI  |  TUESDAY, 3 OCT 2023
MA Financial Group has agreed to acquire Batemans Bay Marina and Port Macquarie Marina for $20 million in response to increasing institutional demand for alternative investments. The asset manager said the two east coast marinas will complement the ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... working at the Commonwealth Bank as national technical manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was an executive manager of research ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... executive Renato Mota flagged that the firm remains committed to the Professional Services businesses, Shadforth Financial Group and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... Australian Financial Complaints Authority (AFCA) determination, which was then escalated to the Federal Court, NextGen Financial Group is now in the process of winding up. WJ & V Drakoulis Super, the trustees of the SMSF that sued NextGen for not paying ...