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Showing 11 - 20 of 152 results for "Ord Minnett"

Dexus Fund Management bolsters board

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... executive career was previously in investment banking with both Australian and international companies, including Ord Minnett, now J.P. Morgan and Price Waterhouse, now PricewaterhouseCoopers. Currently, Dwyer is chair of Allianz Australia and Elenium ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... to the register. By licensee, the groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month extension had to ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding 410. In terms of gains, Ord Minnett added 68 advisers in the last six months - the most of any AFSL but likely due to its acquisition of E.L. & C. Baillieu. However ...

AMP appoints new board member

ANDREW MCKEAN  |  MONDAY, 27 JUN 2022
... contribution as we take AMP forward as a simpler and customer focused organisation." Best is also a member of the Ord Minnett Private Opportunities Fund Investment Committee, a panel member for Adara Group and an executive coach with Foresight Global ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
Ord Minnett has announced its expansion into Western Australia with the launch of its first Perth office. After acquiring EL & C Baillieu in November 2020, the wealth management group said it was the combination of both businesses that strengthened ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... EBITDA also improved, up 80% to $29.7 million. During the period, HUB24's acquisitions of Xplore Wealth, Class and Ord Minnett PARS progressed. The company announced a full franked half-year dividend of 7.5 cents per share, an increase of 67% on the ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... group's remaining clients. Since taking over Pershing Australia from BNY Mellon, FinClear has won mandates from Ord Minnett and Velocity Trade in the second half of 2021. Commenting on the Crestone mandate, FinClear chief executive David Ferrall ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
... investment advisor and then specialist, and more than four years at KPMG in risk consulting. Duncan's also held roles at Ord Minnett and RBS Morgans. Outside of financial services, he's served in the Australian Army on a part-time basis for the last ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... second place, along with Capstone Financial Planning (267), Lifespan Financial Planning (251), Count Financial (249), Ord Minnett (239) and Alliance Wealth (215). As a result, bank and insurer-aligned advisers now only represent 27% of the segment. Another ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... providing risk advice. As for the largest superannuation advice businesses, Morgans leads with 367 advisers, followed by Ord Minnett with 190, and Commonwealth FP and JBWere with 179 each.