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Showing 351 - 360 of 1852 results for "Financial Group"

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... has over 2000 clients. The deal follows shortly after AZ NGA bought a stake in another Melbourne-based firm, SCM Financial Group. "For AZ NGA, there are only two reasons to enter into a strategic partnership: capability and capacity," AZ NGA chief executive ...

More DASS complainants flock to AFCA

KARREN VERGARA  |  MONDAY, 6 FEB 2023
... million in penalties on Dixon Advisory. However, Dixon Advisory, which is a subsidiary of ASX-listed firm E&P Financial Group, received a 30% discount for cooperating with the investigations and was ultimately ordered to pay $7.26 million.

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... and dedicating time to other value-added work. "Through our collaboration with Automation Anywhere, Shadforth Financial Group, part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
Sequoia Financial Group has updated its profit guidance for the first half, saying several "abnormal items" will negatively impact its bottom line. In November, the group said it was expecting EBITDA in the first half of between $4 million to $5 million. ...

MA Financial Group names new board director

CASSANDRA BALDINI  |  TUESDAY, 17 JAN 2023
MA Financial Group has appointed Nikki Warburton to its board of directors, effective immediately. Warburton has more than 30 years of experience in consumer, brand, and marketing across a range of industries including automotive, advertising and media. ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... business at Perpetual. She's also served as head of distribution and marketing for investment solutions at BT Financial Group. Meanwhile, Durston has a deep knowledge in super and investments, acquired over more than 30 years, a Prime Super spokesperson ...

FSC releases claims handling standard for super funds

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... licence to operate a RSE under the Superannuation Industry (Supervision) Act 1993. Australian Ethical Investment, BT Financial Group, Challenger, Clearview Wealth, Colonial First State Investments, Equity Trustees Superannuation, HUB24, Macquarie Investment ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... 20 years' experience in Australia and the UK." "Chris has held a range of senior distribution roles within BT Financial Group (BT), most recently as head of distribution. He'll bring deep experience in practice transformation, tech and managed account ...

Magellan FUM back at $50bn

CASSANDRA BALDINI  |  TUESDAY, 6 DEC 2022
Magellan Financial Group saw another drop in funds under management in November. This, after October saw its first increase in months. Magellan has reported that as of November 30 its FUM sat at $50.2 billion down from $51.0 last month. The drop was ...