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Showing 41 - 50 of 177 results for "Ord Minnet"

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Crestone Wealth Management selected FinClear to manage its trade execution and settlements functions. In choosing FinClear, Crestone chief executive Michael Chisholm said he was impressed with its capabilities, technology, and commitment to security. ...

Rest strengthens investment team

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
Rest has added a head of transformation, operational risk and governance to its investments team. David Duncan has joined the industry fund in the role, having previously been director, financial services consulting at PwC. He brings about 15 years' ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests. The 71% drop in adviser numbers came from aligned AFSLs, according to Rainmaker's Financial Adviser Report. The number of aligned ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
Only 50 financial advisers joined the financial advice industry in the year to September, as Rainmaker analysis shows that the total population has dwindled to 19,238. Rainmaker's latest Financial adviser report reveals an 11% year-on-year drop in the ...

FinClear wins Ord Minnett mandate

KARREN VERGARA  |  MONDAY, 18 OCT 2021
Ord Minnett handed down a third-party clearing services mandate to FinClear for an agreed term of five years. The deal will integrate FinClear into Ord Minnett's workflows and bring EL&C Baillieu staff across to FinClear. Ord Minnett acquired EL&C ...

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
A former Goldman Sachs executive will join Ord Minnett as head of equities in December. Angus Esslemont was an executive director at Goldman Sachs, leading the emerging company sales unit for nearly four years. Prior to that, he worked in small cap ...

HUB24 profits, inflows rise

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
HUB24 recorded significant growth in its underlying net profit as inflows continued to rise following the acquisition of Xplore Wealth and Ord Minnett's Portfolio Administration and Reporting Service (PARS). In its full-year results, HUB24 reported ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Plenary enters funds management, nabs AMP Capital executive

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
Plenary Group has appointed AMP Capital's global head of social care to lead its new funds management business in Australia and New Zealand. Julie-Anne Mizzi has over 30 years' experience in financial services having spent most of her career ...

HUB24 FUA up on acquisitions

ANNABELLE DICKSON  |  TUESDAY, 20 APR 2021
The platform has recorded a significant increase in funds under administration (FUA) as it integrates its recent acquisitions into the business. HUB24's total FUA has reached $51.4 billion with Xplore Wealth contributing $17.2 billion to this figure. ...