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Search ResultsShowing 41 - 50 of 83 results for "Lonsdale"
Bombora signs first partner, signals more expansion
ALICE URIBE  |  WEDNESDAY, 11 SEP 2013
... strategy to build a boutique dealer group via managed expansion. CRA made the move to Bombora from previous licensee Lonsdale Financial Group. In welcoming CRA as Bombora's first signing, Handley: said "word-of-mouth and a sound, non-aligned boutique ...
WHK appoints SMSF head
MARK SMITH  |  THURSDAY, 21 FEB 2013
... strategies for financial services and accounting companies. Prior to that, Salmon was a business consultant at DKN - Lonsdale Financial Group, a partner at Shirlaws Global Management Consultancy and chief executive and head of strategy at The Strategist ...
Avenue joins Lonsdale
ALEX DUNNIN  |  MONDAY, 2 JUL 2012
Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ...
Netwealth owned Paragem rebrands as Pathway
RACHEL DAVIS  |  THURSDAY, 1 MAR 2012
... licensees and planning practices in the financial services arena, Humphries previously held senior roles at FSP, DKN/Lonsdale and Zurich. "More than ever, it is crucial that licensees and their advisers partner with experts in the areas of Regulatory ...
DKN and Lonsdale heads leave and form BT advice unit
ELISE BURGESS  |  MONDAY, 7 NOV 2011
... Holdings in Oct, DKN alerted managers of the impending departure of DKN executive director of distribution, Andrew Rutter, Lonsdale chief executive, Mario Modica, and Lonsdale executive director for network development, Kon Costas. It has now be revealed ...
Butterworth to leave DKN
ELISE BURGESS  |  THURSDAY, 20 OCT 2011
... Holdings. Chief executive of DKN since 2006, Butterworth lead several DKN acquisitions including its 2007 acquisition of the Lonsdale Financial. Replacing Butterworth is current chief executive of Lonsdale Financial Group, Mario Modica, who will report ...
IOOF seals DKN takeover
MATT WOODINGTON  |  TUESDAY, 4 OCT 2011
... in funds under management as at March this year, while DKN has around 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 billion in funds under management. Its ...
IOOF takeover receives 99% approval
ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... billion in funds under management as at March this year, while DKN has about 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 billion in funds under managemen ...
DKN suffers drop in platform flows
MATT WOODINGTON  |  MONDAY, 1 AUG 2011
... regulatory changes and the loss of one medium-sized wealth management practice from the network." DKN will keep its current Lonsdale operating model including its current platform offering following the merger with IOOF. Lonsdale added seven new associates ...
Lonsec research head exits for Morningstar
ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone ...
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