Search Results | Showing 21 - 30 of 68 results for "Stanford" |
| | | ... advice firm has added a dedicated business development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working with financial advice firms ... |
| | | | ... keeping a tight lid on fees," he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend ... |
| | | | ... how it will be managed, she added. Fay's comments come off the back of new research compiled by Perpetual and The Stanford Center on Philanthropy and Civil Society, which shows mismanagement of data is a major concern for the sector. Social media ... |
| | | | ... Financial Standard, Profile chief executive Sarah Abood said the acquisition came about by way of Profile senior adviser Todd Stanford, with Stanford and Keeley having previously worked together at William Buck. "That personal connection was really important ... |
| | | | ... clients' needs over the long term." Finalists in each category and the respective winners are: Licensees Managed Accounts Stanford Brown Group (winner) Crystal Wealth Paradigm Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial ... |
| | | | ... assess the suitability of banning orders. He is also a non-executive director of North Sydney-based wealth management firm Stanford Brown where he helps shape long-term strategies and expansion plans. |
| | | | Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ... |
| | | | ... chief investment officer and executive chairman of Territory Funds Management Jonathan Hoyle - chief executive officer, Stanford Brown Wayne Lear - chief wealth strategist, Conscious Money The Financial Standard Best Practice Forum on Managed Accounts ... |
| | | | ... chief investment officer and executive chairman of Territory Funds Management Jonathan Hoyle - chief executive officer, Stanford Brown Wayne Lear - chief wealth strategist, Conscious Money Rainmaker executive director, research and compliance, Alex Dunnin ... |
| | | | A former Association of Financial Advisers chief executive will assist wealth management firm Stanford Brown with its plans for expansion. Brad Fox, who resigned as AFA chief executive in March after four years in the role, will join Stanford Brown's ... |
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