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Showing 31 - 40 of 176 results for "Ord-Minnett"

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... non-aligned licensee with 295 advisers and $4.2 million in funds under advice. Alliance Wealth (279), Count Financial (271), Ord Minnett (269), Capstone Financial Planning (259), Lifespan Financial Planning (258), SMSF Advisers Network (241), Fortnum ...

Ord Minnett cops $888k fine over buyback

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2023
ASIC's Market Disciplinary Panel handed Ord Minnett an $888,000 infringement notice over two contraventions of market integrity rules which occurred when conducting a buyback. According to ASIC, on 1 September 2021 the firm was instructed to commence ...

Ord Minnett welcomes head of private wealth

CHLOE WALKER  |  FRIDAY, 28 APR 2023
Former Olympic rower Frank Hegerty has been appointed Ord Minnett's head of private wealth. Aside from his past life as an Olympian, Hegerty boasts over 18 years' experience in the financial services industry, having held senior positions at NAB, Westpac ...

Talaria appoints chief operating officer

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... operational roles at Digecom Solutions, First Abu Dhabi Bank (FAB), National Bank of Abu Dhabi, Macquarie Group and Ord Minnett. Talaria chief executive Jamie Mead said Ninness brings invaluable knowledge and experience. "With over two decades of global ...

Dexus Fund Management bolsters board

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... executive career was previously in investment banking with both Australian and international companies, including Ord Minnett, now J.P. Morgan and Price Waterhouse, now PricewaterhouseCoopers. Currently, Dwyer is chair of Allianz Australia and Elenium ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... to the register. By licensee, the groups that saw the biggest drop in numbers during the month were Synchron (29), Ord Minnett (16) and Charter Financial Planning (12). The 882 existing advisers that had qualified for the nine-month extension had to ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
... for any AFSL at 285. It's also lost the most advisers in the last 12 months, shedding 410. In terms of gains, Ord Minnett added 68 advisers in the last six months - the most of any AFSL but likely due to its acquisition of E.L. & C. Baillieu. However ...

AMP appoints new board member

ANDREW MCKEAN  |  MONDAY, 27 JUN 2022
... contribution as we take AMP forward as a simpler and customer focused organisation." Best is also a member of the Ord Minnett Private Opportunities Fund Investment Committee, a panel member for Adara Group and an executive coach with Foresight Global ...

Ord Minnett announces Perth office launch

CASSANDRA BALDINI  |  FRIDAY, 17 JUN 2022
Ord Minnett has announced its expansion into Western Australia with the launch of its first Perth office. After acquiring EL & C Baillieu in November 2020, the wealth management group said it was the combination of both businesses that strengthened ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... EBITDA also improved, up 80% to $29.7 million. During the period, HUB24's acquisitions of Xplore Wealth, Class and Ord Minnett PARS progressed. The company announced a full franked half-year dividend of 7.5 cents per share, an increase of 67% on the ...