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Showing 31 - 40 of 383 results for %22Macquarie Adviser Services%22

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... Hall left EY's wealth and asset management arm after about seven years to join Bravura. Before EY, he worked at Macquarie Group and Accenture. The group's chief executive Tony Klim said Davison's new role is tasked to build on the combined ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... product Ivon Gower said. Myprosperity has clocked up several partnerships over the years; HUB24, Count Financial and Macquarie are some examples. In 2018, it added an estate planning functionality will allow financial advisers using the myprosperity ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... the most-used platform nationwide. In New South Wales and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime and Asgard are frequently ...

Koda Capital adds director

ELIZABETH MCARTHUR  |  WEDNESDAY, 21 APR 2021
... from Escala and Victoria Lindores from Pitcher Partners as well as Ritu Boyd from St George and Sabil Chowdhury from Macquarie. In 2018, Koda hired Frank Macindoe, James Hawthorne and Brendan Jones from JBWere as well as Justin Lucas and Alison Matthews ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... associate research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs of financial advisers ...

Banks return $1.2bn for bad advice

ELIZA BAVIN  |  FRIDAY, 12 FEB 2021
... customers who suffered loss or detriment due to fees for no service misconduct or non-compliant advice. AMP, ANZ, CBA, Macquarie, NAB and Westpac undertook the review and remediation programs to compensate affected customers as a result of two major ...

Fund manager expands, hires two executives

KARREN VERGARA  |  THURSDAY, 4 FEB 2021
... function across all unlisted capabilities here and internationally. Prior to AMP Capital, he was an associate director at Macquarie Agricultural Funds Management, a wealth management joint venture in India, managing a team of stockbrokers focused on ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... Roderick and Darren Pettiona, who were appointed chair and executive director respectively. Roderick spent 14 years at Macquarie Bank where he was responsible for establishing Macquarie Wrap, the Professional Series, and retail life insurance businesses ...

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
The platform has appointed the founder of Macquarie Wrap as chair and HUB24 co-founder as executive director. Neil Roderick spent 14 years at Macquarie Bank where he was responsible for establishing Macquarie Wrap, the Professional Series, and retail ...

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... on the business side of running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These are our top picks ...