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Showing 511 - 520 of 1852 results for "Financial Group"

KPMG names risk consulting partners

ANNABELLE DICKSON  |  FRIDAY, 4 JUN 2021
... management advice to banking, insurance, wealth, utilities and government sectors. Conner joins from Promontory Financial Group where she was a director. She was previously senior manager risk culture at QBE Insurance and director at Grant Thornton in ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... is under Consultum Financial Planning. MLC brands that moved over - TenFifty (previously consisted of Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into ...

Boutique manager names head of distribution

KARREN VERGARA  |  WEDNESDAY, 2 JUN 2021
A boutique global equities fund manager has hired a distribution lead, formerly of Meritum Financial Group. Gold Coast-based fund manager Swell Asset Management appointed Stephen Poole as head of distribution. Poole was the general manager of NAB's ...

Westpac senior leader departs

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
... business banking. Earlier in her career at Westpac, Watts was general manager for advice and private wealth at BT Financial Group. She led BT Private Wealth, including Westpac Private Bank, for eight years from 2010 to 2018. Prior to joining Westpac ...

Magellan retirement product nears launch

KANIKA SOOD  |  WEDNESDAY, 26 MAY 2021
... retirement income product FuturePay will launch on June 1, the company said in this morning's ASX filings. Magellan Financial Group has been working on its retirement product since at least 2017. It has now scheduled a June 1 briefing for the retirement ...

BetaShares appoints chief financial officer

KANIKA SOOD  |  WEDNESDAY, 12 MAY 2021
... equity firm TA Associates bought a roughly 50% share in BetaShares Holding s, replacing Korea's Mirae Asset Financial Group and some minority shareholders. At the time, Vynokur said the transaction gives the firm two main avenues of growth: the organic ...

Investec fund in management buyout

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... March to buy Investec's local corporate and acquisition finance loan portfolio. Commencer is backed by Alteris Financial Group, which is a 30% shareholder (and an existing investor in the IEC Fund); some 20% is owned by an offshore investment company ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
Morningstar Australasia has appointed a director of manager research ratings, after Aman Ramrakha moved to a different role. Annika Bradley is currently an independent financial services consultant with Lodrino, providing investment consulting and management ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... unparalleled period of change in the financial services industry." Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. Centrepoint Alliance reported December half gross revenue of $70.6 million (up ...

Grant Thornton sells private wealth division

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... Kenderes and Laura Perresini. They are the majority owners of Oreana Private, aligned with dealer group Oreana Financial Group. Oreana provides services in Australia and Hong Kong. Following the sale, Black, Kenderes and Perresini will be joined by several ...