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Showing 21 - 30 of 56 results for "Paragem"

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON | TUESDAY, 28 AUG 2018

... 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 ...

HUB24 lifts targets

KANIKA SOOD | MONDAY, 20 AUG 2018

... 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 ...

New managing director at Paragem

KARREN VERGARA | MONDAY, 25 JUN 2018

HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

Lonsec names group chief executive

KARREN VERGARA | MONDAY, 16 APR 2018

... than 30 years' experience having worked for global firms such as Lloyds, Bankers Trust and Worldgroup. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer ...

HUB24 reports record first half

JAMIE WILLIAMSON | MONDAY, 26 FEB 2018

... that joined the platform during 1HFY18, bringing the total number of advisers using HUB24 to 1040. HUB24's dealer group Paragem gained two new practices and six new advisers, meaning it now licenses 76 advisers across 32 advice businesses. A 59% increase ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON | WEDNESDAY, 29 NOV 2017

... making," he said. The business has seen pre-launch adoption of the platform in Australia, having already been beta tested by Paragem, Affinia and Henderson Maxwell. "We all know clients can't tell us their risk tolerance, or how loss averse they are ...

Insto exodus fuelling HUB24 growth

ALEX BURKE | MONDAY, 28 AUG 2017

... industry participation." Specifically, they highlighted the new practices coming over to wealth management subsidiary Paragem as evidence of advice businesses "seeking greater choice, transparency and engagement with new technology platforms." The statement ...

HUB24 hiring to support record growth

ALEX BURKE | WEDNESDAY, 5 JUL 2017

... development council" which will advise on business strategy. The council comprises Agility directors Craig Apps and Paul Biggs, Paragem directors Ian Knox and Charlie Haynes along with members of HUB24's executive team. The appointments - and the council's ...

HUB24 lures BTFG executive

KARREN VERGARA | FRIDAY, 23 JUN 2017

... developments across its business segments. The council will comprise Agility Applications directors Craig Apps and Paul Biggs; Paragem directors Ian Knox and Charlie Haynes, together with other members of HUB24's executive team.

IMAP expands advisory board

JAMIE WILLIAMSON | SUNDAY, 11 DEC 2016

... organisations and technology providers, joining the advisory board are: Andrew Tracey, JB Were Dan Powell, OneVue Ian Knox, Paragem Steven Karrasch, Select Asset Management Tom Bignill, Mason Stevens Tom Glynn, DNR Benjamin Abell, Colonial First State ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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