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Showing 31 - 40 of 99 results for "Yellow Brick Road"

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
... OneVue has appointed a new executive general manager, wealth management services. Matt Lawler joins OneVue from Yellow Brick Road, where he was chief executive, wealth management. Lawler resigned from YBR in July having worked there for five years. Prior ...

YBR hits back at Bouris expose

ALEX BURKE  |  FRIDAY, 28 OCT 2016
Yellow Brick Road has denied suggestions made in an ABC report that shareholders want executive chair Mark Bouris removed from the company. The ABC report aired alleged shareholder concerns about the direction of YBR as well as remuneration arrangements ...

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
... Wealth Network; AMP Financial Planning's Brent Story; Synchron's Maritza Kriel; and Gregory Adam Bloom from Yellow Brick Road. In making the announcement AFA chief executive Brad Fox said Truscott demonstrates exceptional capabilities in all areas. "Erin ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... Gross - The Wealth Network Brent Story - AMP Financial Planning Maritza Kriel - Synchron Gregory Adam Bloom - Yellow Brick Road Erin Truscott - Financial Wisdom The winner will be announced at the AFA National Conference in Canberra on 7 October 2016 ...

YBR selling off accounting business

ALEX BURKE  |  MONDAY, 26 SEP 2016
Yellow Brick Road has entered into an agreement to sell its accounting business and legal practice. Under the agreement, DBR Advisory will acquire YBR's accounting business and related assets, including goodwill, plan and equipment, client information ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
Yellow Brick Road will transition to a franchise model and consolidate staff members as the company shifts focus towards increased productivity and adviser recruitment. In a statement, YBR said the changes follow the acquisition of Resi Mortgage Corporation ...

Super platform goes for gold

DARREN SNYDER  |  THURSDAY, 28 JUL 2016
... diversified managed investment scheme with an allocation to physical gold bars through ABC Bullion - is now placed on Yellow Brick Road's platform brightday Complete Super. The partnership was announced at an ABC Bullion event in Sydney on Tuesday and ...

Insync apppoints new BDM from YBR

ALEX BURKE  |  TUESDAY, 26 JUL 2016
... business development manager. Responsible for the Insync Global Titans Fund, Yu Ming Cawthorn joins Insync from Yellow Brick Road, where she was national manager of wealth operations. Prior YBR, she was client service manager - investments at Tempus ...

YBR wealth management CEO resigns

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Yellow Brick Road's wealth management chief executive has resigned from the role. Having joined YBR five years ago, Matt Lawler will conclude his time as CEO on 30 September 2016. During his tenure at YBR he was responsible for laying the foundations ...