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Showing 3601 - 3610 of 9281 results for "wealth"

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... with non-institutionally owned licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... member of Stanford Brown's business development team has landed a national sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new role ...

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
Spectrum Wealth Advisers is seeking to cancel its licence and is no longer providing financial services, with many representatives having now joined new licensees. ASIC recently advised clients of Spectrum Wealth Advisers and the advisers registered ...

Asset manager implements advisory board

HARRISON WORLEY  |  MONDAY, 29 JUL 2019
A $2.2 billion privately-owned wealth and asset manager installed an advisory board in an effort to improve decision making. Elston Group has implemented a new advisory board, appointing former long-time JB Were and Goldman Sachs/JB Were managing director ...

Lloyds, pension fund pay $250m settlement

JAMIE WILLIAMSON  |  FRIDAY, 26 JUL 2019
... Aberdeen Asset Management in place prior to its merger with Standard Life. Following the merger, Lloyds Banking Group's wealth businesses and the pension fund gave Standard Life Aberdeen notice it would pull the $186 billion (?104 billion) mandate originally ...

CFSGAM sale clears regulatory hurdles

KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... to completion adjustments," CBA said. CBA announced its intention to demerge its asset management, mortgage broking and wealth businesses last year. In October, CBA said it was approached by MUTB after its June announcement and entered an agreement with ...

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... manager of legal, risk and compliance, Paul Vine. Noble's risk and compliance experience across financial services and wealth management includes holding executive roles at Equity Trustees, Westpac, ANZ, NAB and KPMG. She was most recently chief ...

IPOs fewer but performing well

KANIKA SOOD  |  THURSDAY, 25 JUL 2019
... over the 12-month period. Small caps IPOs raising less than $100 million. A report from International Forum of Sovereign Wealth Funds (IFSWF) said sovereign wealth funds cooled on IPOs in 2018 as public markets offered up fewer IPOs and warmed up to ...

MLC Wealth shuffles leadership

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
MLC Wealth has made changes to its executive leadership team as its separation from NAB continues. MLC Wealth has promoted acting executive general manager, super and solutions Garry Mulcahy to a permanent position in its executive leadership, as group ...