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Showing 21 - 30 of 68 results for "Stanford"

Advice firm ramps up managed accounts play

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... 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 ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... 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 ...

Philanthropists should reimagine data management: Research

KARREN VERGARA  |  THURSDAY, 9 AUG 2018
... 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 ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... 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 ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... 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 ...

Fox joins Tribeca Financial board

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... 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.

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
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 ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... 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 ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... 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 ...

Former AFA chief executive joins advice practice

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
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 ...