Search Results | Showing 11 - 20 of 54 results for "Paragem" |
| | ... integrated platforms, data and technology services". The platform provider is also divesting its financial advice licensee, Paragem, in a move that will see it become a substantial shareholder in Easton Investments and Paragem managing director Nathan ... |
| | | ... they happen. The specialist platform is currently working with five licensees to build the tool, including its subsidiary Paragem, which will use machine learning and AI to recognise any irregularities in licensee data. One such licensee is Fortnum Financial ... |
| | | Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ... |
| | | HUB24's financial advice subsidiary Paragem has hired a former Securitor state manager in a general manager role. Paragem has appointed Craig Kouimanis as a general manager of practice development to help support advisers and their practices as the ... |
| | | ... advisers are now meeting with as many as 10 licensees before choosing a new home. This is according to HUB24 dealer group Paragem, which said advisers have doubled down on due diligence when it comes to selecting a new licensee, interviewing between ... |
| | | ... advisers, going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth ... |
| | | ... owned by HUB24 hired from BT Financial Group to fill a newly-created general manager role. Sonya Choi La Rosa is joining Paragem after six years at BTFG. She has 20 years' leadership experience, including senior roles at Mercer and Citi Smith Barney ... |
| | | ... of $39.8 million - this grew 51% over the previous year as net inflows for HUB24's platform came to $2.4 billion. Paragem brought in $36 million in revenues, which is 16% higher over the previous year. EBITDA for the whole group was up 123% to $11.4 ... |
| | | ... phrases." Earlier this year, ASIC required four financial advice firms to cease and amend false claims of independence. Two Paragem practices, an authorised representative of Spectrum Wealth Advisers and an authorised representative of Australian Financial ... |
| | | ... revenue of $39.8 million - this grew 51% over the previous year as net inflows for HUB24's platform came to $2.4 billion. Paragem brought in $36 million in revenues, which is 16% higher over the previous year. EBITDA for the whole group was up 123% to ... |
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