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Showing 631 - 640 of 1853 results for "Financial Group"

J.P. Morgan wins custody mandate

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
J.P. Morgan has won a mandate to provide custodial services to an ASX-listed platform and superannuation provider.In a quarterly business update, Xplore Wealth revealed it has a new custodial agreement contract with J.P. Morgan. Xplore said the new ...

Latitude Financial joins banks on AFCA complaints list

ALLY SELBY  |  MONDAY, 13 JAN 2020
Latitude Financial Group has joined the big four banks and a number of insurers as the most complained about financial services companies in the country. It comes after a particularly bad year for Latitude; suffering what has been deemed the biggest ...

Platform ends year with hiring spree

ELIZABETH MCARTHUR  |  THURSDAY, 9 JAN 2020
... general manager, Colonial First State Marketing. Earlier in his career, Peck was head of super solutions at BT Financial Group. Parrott is a senior investment consultant at Mercer and previously worked at OneVue, Diversa and BT. In a note from chief ...

Industry veteran set to launch new fund

ELIZA BAVIN  |  WEDNESDAY, 8 JAN 2020
... left her role as equities analyst at Bell Direct and prior to that she was head of fundamental analysis at Hubb Financial Group.

$3.3 billion fall in retail managed funds

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... little boost of 6.2%, Commonwealth Bank and Colonial First State saw a 5.1% increase, Macquarie rose by 4% and BT Financial Group increased 3.4%. Year on year Inflows were little changed increasing only slightly by 1.6% to $183.3 billion. In terms of ...

Former Challenger executive joins ASX board

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... Oasis Funds Management and Smartgroup Corporation. Colley previously held executive roles at Macquarie and BT Financial Group.

What you read in 2019: Financial advice

JAMIE WILLIAMSON  |  THURSDAY, 19 DEC 2019
... from our top story of the year, in mid-March Westpac announced it was exiting personal advice and bringing BT Financial Group back in-house. About 175 BT Financial Advice staff transitioned to Viridian, including 90 advisers. The move saw the departure ...

Australians gifted new tech index

ALLY SELBY  |  TUESDAY, 17 DEC 2019
... free-flow," Cunningham said. It comes following a rocky year for tech IPOs - with failed listings for Latitude Financial Group, Retail Zoo and PropertyGuru. Despite this, Australian fintech Tyro had the largest listing of the year, debuting with a $1.37 ...

Pendal appoints new licensee distribution lead

ELIZABETH MCARTHUR  |  TUESDAY, 17 DEC 2019
... Sargon. Prior to that, he spent several years in head of distribution roles at BT Select, BT Group Licensees and BT Financial Group. Just last week, Pendal announced four key new appointments as it created an impact investment team to establish a global ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
Following its acquisition by Sargon last year, Madison Financial Group is rebranding. From March 2020, Madison Financial Group will be known as Sargon Adviser Services, as the Sargon subsidiary continues to incorporate itself within the technology company. ...