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Showing 551 - 560 of 1853 results for "Financial Group"

Sequoia reveals strategic plans

ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry. At its annual general meeting, Sequoia announced its strategic objective to ...

Barrenjoey Capital hires from FIIG

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... advisor are expected to join in early 2021, the firm said at time of launch. Barrenjoey is backed by Magellan Financial Group and Barclays Bank.

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... licensee will depart the group, as the impacts of the company's wealth restructure continues to be felt. Lonsdale Financial Group chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances ...

Clime chief executive steps down

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
... Macrovue. Bristow oversaw significant growth for the company, including the $5 million acquisition of Madison Financial Group earlier this year. The search for Bristow's replacement has commenced and Clime director Brett Spork and chair Neil Schafer ...

ING announces head of wealth, chief executive

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... he said. Prior to joining ING, Evans spent more than 16 years with the Westpac Group across St George Bank, BT Financial Group and Westpac. Evans was head of superannuation and platforms at BT before taking on the role of chief of staff to former Westpac ...

360 Capital moves to acquire Evans Dixon

KARREN VERGARA  |  TUESDAY, 27 OCT 2020
... attractiveness of the company as an investment," 360 Capital said. Evans Dixon is in the process of rebranding to E&P Financial Group and changing its ticker code from ED1 to EP1.

Retail super fund scores best customer service nod

KARREN VERGARA  |  FRIDAY, 16 OCT 2020
A retail superannuation fund has taken the top spot in a comprehensive member satisfaction and experience survey, bumping off AustralianSuper from the top. Colonial First State has regained the top spot in the Forrester Research's 2020 Australia ...

Evans Dixon to rebrand

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... Dixon severed all ties with the ASX-listed firm. Subject to shareholder approval, Evans Dixon will rebrand to E&P Financial Group and change its ticker code from ED1 to EP1. The changes will be put forth at the annual general meeting on November 11. ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... named Neil Schafer as chair following the resignation of Donald McLay. Earlier in the year Clime acquired Madison Financial Group which has 100 advisers with $3 billion in funds under advice and around $34 million in gross revenue.

CountPlus adds to board, acquires member firm

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... software firm Faethm AI, and prior to that worked in executive roles at St.George, Macquarie Bank, KPMG and BT Financial Group. She also served as the chief executive of Decimal for over a year. CountPlus chief executive Matthew Rowe said Colley's ...