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Showing 311 - 320 of 1850 results for "Financial Group"

ASIC takes Dixon Advisory director to court

KARREN VERGARA  |  FRIDAY, 4 AUG 2023
... significant losses. The corporate regulator believes Ryan put the interests of Dixon Advisory, which is now E&P Financial Group, above creditors when he also served as director of another subsidiary of the firm, E&P Operations. Ryan was appointed chief ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... becoming head of commercial office and head of transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara bring complementary ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... Establishing ASC will allow Insignia to focus its efforts on growing its Professional Services businesses, Shadforth Financial Group and Bridges Financial Services, it said. This will be further enabled by the return of Godfrey Pembroke to its advisers ...

ClearView strengthens leadership team

KARREN VERGARA  |  MONDAY, 17 JUL 2023
... with him," she said. Additionally, Hicham Mourad has been promoted to chief technology officer. Hailing from BT Financial Group, he joined the firm in 2020 as general manager of information technology before being seconded to head the group's policy ...

MA Financial Group expands research team

CHLOE WALKER  |  MONDAY, 17 JUL 2023
MA Financial Group's corporate advisory and equities division has appointed Paul Hissey to the role of executive director. Hissey brings over 20 years' experience as an analyst in the mining sector, with roles at Goldman Sachs and the Royal Bank of ...

FY23 farewells 700 advisers

KARREN VERGARA  |  FRIDAY, 14 JUL 2023
... lost the most advisers, a net of 90 left the firm, ending the financial year at 268. Before it was acquired by WT Financial Group, Synchron had 422 advisers at the end of 2021. Charter Financial Planning had 306 advisers, down 56 from 362 in FY22. Morgans ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... manager with the largest net outflows of $12.6 billion, is a good example. It is currently owned by Mitsubishi UFJ Financial Group but was previously called Colonial First State Global Asset Management when it was owned by the Commonwealth Bank. CBA ...

Federal Reserve plans upping capital requirements

CASSANDRA BALDINI  |  TUESDAY, 11 JUL 2023
... these topics in the coming months." The update coincides with Silicon Valley Bank's (SVB) parent company SVB Financial Group suing the US Federal Deposit Insurance Corporation (FDIC) to recover $US1.9 billion which it seized upon takeover in March. ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... institutional firms including SS&C, Bravura, Blackrock Solutions, Macquarie Bank, Colonial First State, and BT Financial Group. Donohoe said: "Enda's deep understanding of design thinking, cloud-based platform expansion and proven ability to drive transformational ...

Magellan's FUM falls again

CHLOE WALKER  |  THURSDAY, 6 JUL 2023
Magellan Financial Group has taken yet another blow to its funds under management (FUM), falling $1.7 billion during the month of June. Magellan's FUM now sits at $39.7 billion. It experienced net outflows of $2.1 billion in the month, which included ...