Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 41 - 50 of 75 results for "Wealth Partners"

Advice firm merges with boutique

ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
A national advice firm has merged with a Victoria-based firm as part of a growth push. Apt Wealth Partners has announced it has merged with Unified Financial Services, led by Michelle Tate-Lovery, as part of its growth strategy. Apt Wealth Partners ...

Praemium board bungle

ANNABELLE DICKSON  |  MONDAY, 23 NOV 2020
... Will Davidson, along with its non-executive directors, stood down, with the former chief executive of Bennelong Wealth Partners having led the company since 2018. The merger of the platform providers will create the second largest independent specialised ...

Powerwrap delists, Praemium takes over

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
... Will Davidson, along with its non-executive directors, stood down, with the former chief executive of Bennelong Wealth Partners having led the company since 2018. Praemium chief executive Michael Ohanessian thanked Davidson for his professionalism throughout ...

Details of Mayfair's default revealed

ELIZABETH MCARTHUR  |  MONDAY, 1 JUN 2020
... 11, "signs of financial trouble in the borrower's group of investment companies started to appear" as Mayfair Wealth Partners and Online Investments suspended capital redemptions. This prompted Vasco to write to Mawhinney asking him to address the overdue ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private Wealth Advisers ...

ASIC bans former Fitzpatricks employee

ELIZA BAVIN  |  MONDAY, 28 OCT 2019
... her personal accounts. "The fraudulent transactions affected client and company accounts of Fitzpatricks Private Wealth Partners Pty Ltd, a related body corporate and authorised representative of Fitzpatricks," ASIC said. [Radke's] conduct involved ongoing ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... says. "Giving clients options and working through various scenarios and 'what ifs' restored some confidence." Apt Wealth Partners senior investment analyst Sarah Gonzales agrees, saying Apt's clients were told to hold off. The firm also advised clients ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... Consumer Action Network (ACCAN). Lakomy is currently a director of advice and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal of investment ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
What multiple will financial advice businesses sell at five years from now, and could implementing managed accounts boost their acquisition value? That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked ...