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Showing 291 - 300 of 1850 results for "Financial Group"

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... with establishing two offshore offices. Joining XV Capital as chief operating officer and partner is former BT Financial Group head of investment research and governance Marnie McLaren, based in Sydney. McLaren was with BT for 13 years before her departure ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... and enterprise operations manager. Leong also held roles within the platforms and investments businesses at BT Financial Group. "Sharon is a respected financial services leader with extensive experience in strategy and business planning," Gooderick said. ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting on the latest merger, AZ NGA chief executive Paul Barrett said the strategic partnership bought together ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... 12% of PAC, while River Capital is the largest shareholder with a 19% stake. In another development, Magellan Financial Group announced the retirement of non-executive director Colette Garnsey, effective at the close of the company's annual general meeting ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... partnered with Practifi last year and is used by global firms such as Lloyds Bank and St. James's Place. Spark Financial Group chief executive Arthur Kallos said the partnership with Oko Platforms will be key to the dealer fulfilling the sustainability ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
Madison Financial Group's acquisition of three businesses in the 2023 financial year drove a 12% increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
MA Financial Group has reported strong growth in its private credit book, rising 59% to $564 million, with joint chief executive Chris Wyke saying the group's focus on the asset class is paying off. This, the group said was driven by the accelerating ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Legacy issues and ongoing structural changes continue to plague E&P Financial Group as it looks for better performance under the new chief executive in FY2024. The ASX-listed firm reported sinking revenues and profits in the last financial year of $167.1 ...