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Showing 41 - 50 of 69 results for "Wealth Partners"

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 ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

YBR appoints new general manager

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... professionalism and advice initiatives have "received the strongest financial support ever received from our lending and wealth partners." "This is a demonstrated commitment to our growth initiatives and the strength of our network. In an environment ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
... professionalism and advice initiatives have "received the strongest financial support ever received from our lending and wealth partners." "This is a demonstrated commitment to our growth initiatives and the strength of our network. In an environment ...

Powerwrap managing director departs

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... board overseeing the platform's operations in the interim. Davidson was formerly the chief executive of Bennelong Wealth Partners, an independent wealth management boutique for high net worth clients, as well as the chief operating officer of Bangarra ...

ANZ Wealth partners for mental health support

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
ANZ Wealth is piloting a mental health coaching service in partnership with Remedy Healthcare. Customers lodging income protection claims relating to depression or anxiety will have the option to undertake a complimentary, phone-based Remedy Healthcare ...