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Showing 561 - 570 of 1417 results for "ROA"

Industry veteran to join YBR executive team

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
A non-executive director with Yellow Brick Road is resigning in order to join the company's leadership team. Industry veteran Frank Ganis will take on an advisory role with Yellow Brick Road, stepping down from the board position he accepted in August ...

AMP Capital names executive switch

ALEX BURKE  |  THURSDAY, 18 JAN 2018
AMP Capital's joint chief financial officer and chief operating officer has left the company and a successor has been appointed. Margaret Payn, who has worked with AMP Capital for five years, will relocate to the UK for family reasons. John Patrick ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
... enhancements to enable financial planners to deliver advice more efficiently, including automating the creation of Records of Advice (ROA) and improving record keeping functionalities. Advisers can also view client portfolios holistically, including ...

Macquarie sells remaining stake in Atlas Roads for $456m

ALEX BURKE  |  FRIDAY, 15 DEC 2017
After Macquarie Atlas Roads (MQA) internalised management functions following shareholder pressure, Macquarie has sold down its remaining stake in the listed investment company. Via a bookbuild, Macquarie sold 76 million shares in MQA for $6 per share. ...

YBR partners with top fintech

KARREN VERGARA  |  FRIDAY, 8 DEC 2017
Yellow Brick Road has partnered with an Australian startup that made the top 100 list of the best fintechs globally. Executive chair Mark Bouris said Prospa, an online lender has loaned more than $500 million to small businesses, was chosen to broaden ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Australia's financial advice industry should pay heed to the likes of Facebook, Google and Uber if it is to meet the evolving expectations of clients. Speaking at the inaugural IMAP InvestTech conference in Sydney today, netwealth joint managing director ...

Un-Keynesian

BENJAMIN ONG  |  TUESDAY, 5 DEC 2017
It's a crying shame the alleged "collusion" between Trump's campaign and Russia came out when it did - about the same time as POTUS appears to be within grasps of tucking his first legislative win under his belt. Oh yes, this refers to the long-promised ...

YBR founder to lead government taskforce

ALEX BURKE  |  TUESDAY, 21 NOV 2017
The founder and chair of Yellow Brick Road will lead a Federal Government small business taskforce with appointees from Suncorp, Australian Unity and NAB. Mark Bouris will chair the Small Business Taskforce, which the Department of Industry, Innovation ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records of Advice (ROA), as a new functionality will help improve record keeping and enable better communication with clients. Advisers will also ...

Netwealth lists on ASX

JAMIE WILLIAMSON, MICHELLE BALTAZAR  |  MONDAY, 20 NOV 2017
Netwealth was admitted to the ASX's official list following its successful initial public offering. Debuting on the ASX at midday, Netwealth's fully paid ordinary shares commenced trading on a conditional and deferred settlement basis with normal trading ...