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Showing 471 - 480 of 1852 results for "Financial Group"

AZ NGA takes stake in boutique

ANNABELLE DICKSON  |  WEDNESDAY, 8 SEP 2021
AZ Next Generation Advisory acquired a minority stake in Cranage Financial Group to assist in building scale. Cranage Financial Group is a self-licensed advisory firm with $300 million in funds under management, $2 million in annual in-force life insurance ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... joined Wilsons in 2019 as national manager, advice delivery. She has also held practice management roles with BT Financial Group and Professional Investment Services. Ross is recognised for her capacity to build strong relationships with advisers, her ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
WT Financial Group (WTL) reported a huge loss in FY21 as a result of its restructuring efforts. While revenue grew 6% to $13.6 million, WTL recorded a $3.3 million loss, down from $594,000 in FY20. This is a result of one-off write-downs and provisions ...

Realside Financial Group adds to team

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
The private market investment specialist has made three senior appointments following increased momentum across the business. Justin Lal as joined as investment director. He joins from Goldman Sachs where he spent the last eight years. In his new role ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... Sentinel between March 2014 and September 2017. Prior to that, he was employed at Wealth Today, which is owned by WT Financial Group, between February 2012 and April 2014.

Madison delivers for Clime one year on

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
One year after it was acquired, Madison Financial Group has helped boost the performance of parent company Clime Investment Management. Madison, which Clime acquired in June 2020, contributed $3.6 million to the group's FY21 revenue. Madison now has ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
Sequoia Financial Group continues to benefit from the highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised ...

ASIC settlement hits E&P profits

KANIKA SOOD  |  TUESDAY, 24 AUG 2021
E&P Financial Group posted a statutory loss of $18.8 million for FY21, as its ASIC settlement hit both profits and the final dividend for the year. The company's net revenue for the year was $187.9 million (2% lower than FY20) driven by lower contribution ...

AUSIEX hires head of risk from BTFG

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... The wholesale trading platform appointed Paul Williams as head of risk and compliance after finishing up at BT Financial Group. Williams was head of risk and governance for BTFG's platforms, investments, and operations units over a year. He started at ...

360 Capital winds up listed equities business

KANIKA SOOD  |  THURSDAY, 19 AUG 2021
... Earlier this year, 360 Capital failed in a protracted campaign to take over Evans and Dixon (since renamed to E&P Financial Group). TGP first appeared on Evans Dixon's shareholder register after the FY20 results (where it reported a statutory loss ...