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Showing 4431 - 4440 of 9284 results for "wealth"

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% on the prior corresponding period. The division ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second deal ...

ASIC bans former NAB, Westpac adviser

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... Administrative Appeals Tribunal to review ASIC's decision. Ramsay's case is among the 42 advisers ASIC has banned as part of its Wealth Management Project. One director was also banned from the financial services industry. Separately, ASIC permanently ...

Aussie equities boutique appoints portfolio manager from Schroders

ALEX BURKE  |  MONDAY, 26 FEB 2018
... Capital High Conviction and Income strategies," DNR Capital chief investment officer Jamie Nicol explained. "Sam brings a wealth of investment experience both domestically and overseas. This will help us to continue identifying quality domestic businesses ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
Yellow Brick Road's (YBR) wealth business and its digital advice strategies have helped boost the firm's 1H18 performance. In the six months to December, the wealth business reported a 7% increase in revenue to $6.5 million on the prior year. YBR's ...

Kerr Neilson steps down as Platinum chief

ALEX BURKE  |  FRIDAY, 23 FEB 2018
... Platinum in 1994 with backing from George Soros. In an interview with Financial Standard sister publication FS Private Wealth, he described investing as being like "passive hunting." "It's great fun! So the key here is that you're always trying to outrun ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
ASIC banned a Perth-based financial adviser for five years following an investigation as part of the regulator's life insurance lapse data project. Philip Leake is banned from providing financial services for five years after failing to act in his clients' ...

BTFG names insurers on expanded APL

KARREN VERGARA  |  FRIDAY, 23 FEB 2018
... respond to advisers selecting a product outside the APL within one working day. BTFG general manager advice and private wealth, Jane Watts, said including AIA Australia and TAL followed a rigorous selection process that required independent input from ...

Former Charter adviser receives permanent ban

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... internal investigation. Prior to joining Charter Financial Planning, Poynter was an authorised representative of Centrepoint Wealth's Professional Investment Services for more than six years.