Search Results | Showing 31 - 40 of 176 results for "Ord-Minnett" |
| | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
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