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Showing 491 - 500 of 1852 results for "Financial Group"

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... subject to final audit, for the full year ended 30 June 2021 relating to goodwill associated with Shadforth, DKN Financial Group and Bridges and reflects the termination of the platform relationship with BT Portfolio Services.

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior management roles at Count Financial, most recently as the head of ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
... officer Marty Carne has been in the role on an interim basis. Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. "I take great pride in our accomplishments during the more than three years in which ...

Outflows at Magellan

KANIKA SOOD  |  THURSDAY, 8 JUL 2021
Magellan Financial Group reported $351 million in net outflows in the June quarter. This included $260 million in net retail outflows and $91 million in net institutional outflows. Magellan ended the June quarter with $113.9 billion in total FUM, up ...

FYG expands network

KARREN VERGARA  |  WEDNESDAY, 7 JUL 2021
... planner, set up Prosperity in May and prior to that was an adviser and client relationship manager at Integer Financial Group for nearly three years. In October 2020, Queensland-based Designing Financial Solutions joined the FYG group. ASIC adviser data ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... licensees. Consultum is part of the newly merged IOOF group. It comprises brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke, which were part of MLC. Other IOOF-owned licensees ...

SocietyOne launches portal, hires

ELIZABETH MCARTHUR  |  MONDAY, 5 JUL 2021
... "SocietyOne has greatly valued the strength and trust generated by our broker channel since we launched with outsource Financial Group in 2018," SocietyOne chief executive Mark Jones said. "These new appointments add a wealth of experience and capability ...

Sequoia launches family office

ELIZABETH MCARTHUR  |  FRIDAY, 2 JUL 2021
In its latest move to expand its wealth business, Sequoia Financial Group has launched the Sequoia Family Office. The new business will target local ultra-high and high-net-worth investors with between $5 million and $100 million in investable funds. ...

Westpac in fresh $87m remediation program

KARREN VERGARA  |  FRIDAY, 2 JUL 2021
... action notifications fell through the cracks between 2005 and 2019. The Westpac subsidiaries affected are Securitor Financial Group, Magnitude Group and Westpac Banking Corporation (known as BT Financial Advice). These businesses ceased providing personal ...