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Showing 4561 - 4570 of 9284 results for "wealth"

YBR partners with top fintech

KARREN VERGARA  |  FRIDAY, 8 DEC 2017
... business." Prospa joint chief executive Beau Bertoli said: "Through this partnership, we're not only giving Yellow Brick Road's wealth managers access to small business loans, but the ability to meet the unique cash flow and finance needs of this customer ...

Kelly+Partners launches corporate advisory business

ALEX BURKE  |  FRIDAY, 8 DEC 2017
As flagged in its FY17 results, chartered accountancy and wealth firm Kelly+Partners is launching a new corporate advisory business. Kelly+Partners Corporate Advisory (KPCA) will specialise in providing "trusted, unconflicted advice to private business ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... Schroders, BHP Billiton and Giant Resources. "We're extremely pleased to have Richard join our institutional team. He brings a wealth of equities investment and institutional distribution experience to the firm, which makes him ideally suited to developing ...

ANZ Wealth business governance head departs for Vanguard

ALEX BURKE  |  THURSDAY, 7 DEC 2017
ANZ Wealth's head of business governance has taken on a new role at Vanguard after 16 years with the bank. Ian Dent joins Vanguard as senior compliance manager. In this position, a Vanguard spokesperson said, Dent will "lead Vanguard Australia's compliance ...

Fox joins Tribeca Financial board

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... administrative hearings and 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.

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
The managing director and chief executive of Infocus Wealth Management is departing, with the company's founder returning to take the reins. The Infocus board announced Rod Bristow is stepping down following six years of leadership. Succeeding Bristow ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... by 13% in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. Non-institutionally ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... Asset Management to build and oversee tailored risk-defined managed portfolios for its Euroz Securities and Entrust Private Wealth Management clients, which represent more than $1 billion in funds under management. Innova managing director and co-chief ...

Austock Life revamps, hires new leaders

KARREN VERGARA  |  TUESDAY, 5 DEC 2017
... services roles includes leading teams across product and project management, distribution, marketing, retail banking, and wealth and investment management at CBA and Westpac. She most recently spent a little over two years at CBA, firstly in an executive ...

Industry fund eyes younger membership with board appointment

EMMA RAPAPORT  |  TUESDAY, 5 DEC 2017
... Higgins said the fund is fortunate to have someone of Beveridge's expertise and calibre joins the board. "Michelle brings a wealth of knowledge and expertise to REI Super, and her leadership, corporate governance and digital transformation experience ...