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Showing 11 - 20 of 136 results for "Macquarie Private Wealth"

More Macquarie advisers flock to Shaw

ALEX BURKE  |  MONDAY, 21 SEP 2015
... just weeks after the private wealth firm hired three others from the financial services giant. Former Macquarie Private Wealth Victorian state manager Malcolm Cameron has taken on the same role at Shaw. Prior to this appointment, Cameron was with Macquarie ...

Shaw lands wave of Macquarie advisers

ALEX BURKE  |  THURSDAY, 27 AUG 2015
... three ex-Macquarie advisers. Since restructuring as a holistic wealth management business and recruiting Macquarie Private Wealth North America chief executive Earl Evans, Shaw has appointed two other Macquarie veterans: adviser David Schmidt and analyst ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... formerly with Perpetual Private and TAL, and since rebranding itself and hiring former chief executive of Macquarie Private Wealth North America Earl Evans, Shaw and Partners has recruited Macquarie veterans to bolster its new wealth management team. ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... advice by the group's financial planners. The program was part of an enforceable undertaking (EU) with Macquarie Private Wealth (MPW) in place since January 2013. At the time, Macquarie's compensation program was considered the most comprehensive within ...

Shaw on recruitment drive after restructure

ALEX BURKE  |  THURSDAY, 9 JUL 2015
... planning, estate planning, insurance and philanthropic services. Shaw head of private wealth (and former Macquarie Private Wealth North America chief executive) Earl Evans described the rebrand as "more than veneering an old piece of timber" and said ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... was the February appointment of head of private wealth Earl Evans, who was formerly chief executive of Macquarie Private Wealth North America. Evans also sits on Shaw's board, holds a significant equity stake in the business and in the past three months ...

Sacked Macquarie advisers still in the industry

LAURA MILLAN  |  TUESDAY, 21 APR 2015
Some of the 11 Macquarie Private Wealth (MPW) advisers who were made redundant because they gave improper advice are currently employed in other financial planning firms, Macquarie chief executive Nicholas Moore said. Speaking at a Senate Economics ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... reputation of large dealer groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions imposed on it over concerns ...

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... Commission, noted that the Economics Committee has unveiled scandals at Commonwealth Financial Planning, Macquarie Private Wealth and now NAB thanks to information provided by consumers and whistleblowers. "We urge people who have been clients of AMP ...