Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 112 results for "mortgage broking"

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... revenue streams. As part of the agreement, Sequoia Group will act as the preferred referral partner for YBR's mortgage broking network. The cross-referral agreement means mortgage customers who need wealth advice will be referred to Sequoia and advice ...

Stanford Brown acquires Sydney advice firm

KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
... practices to acquire. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming months, it will add tax and accounting services to this lineup.

Growing advice group in commissions fight

ELIZABETH MCARTHUR  |  THURSDAY, 24 OCT 2019
... small business advisers out of business, thus crushing competition to the banks for both financial planning and mortgage broking," Vagliviello said. "You can clearly see that every other "reform" has no other purpose other than to destroy the non-aligned ...

Stanford Brown eyes expansion

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... Jonathan Hoyle says. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming months, it will add tax and accounting services to this lineup. "We have a ...

Advice associations slammed

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
... advisers." Comparing the efforts of the AFA and the FPA in battling changes to remuneration structures to that of the mortgage broking industry, the UFAA said: "Within only a couple of months, the government not only reinstated broker commissions, but ...

Adviser cops three-year ban

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... 920B(2). Marshall holds a diploma of financial services (financial planning) and other qualifications in SMSFs, mortgage broking and finance. He is also a member of the Association of Financial Advisers, according to ASIC's Financial Adviser Register. ...

Financial services boom rolls on

KARREN VERGARA  |  WEDNESDAY, 31 JUL 2019
... superannuation; and 30% are employed in auxiliary services such as trustee, investment management or advisory services and mortgage broking. The report also found that financial services pays well above average wages - 34% more in total earnings compared ...

CFSGAM sale clears regulatory hurdles

KANIKA SOOD  |  FRIDAY, 26 JUL 2019
... billion, subject to completion adjustments," CBA said. CBA announced its intention to demerge its asset management, mortgage broking and wealth businesses last year. In October, CBA said it was approached by MUTB after its June announcement and entered ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... revenue. Radar Results also provides merger and acquisition services to accounting practices, and insurance and mortgage broking businesses.

CFS taps senior Qantas Super executive

KANIKA SOOD  |  MONDAY, 3 JUN 2019
... in the new role at CFS this week. CBA has previously announced intentions to demerge its wealth management and mortgage broking businesses by end of this year, subject to regulatory approvals. In March, it said it has suspended preparations for the demerger ...