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Showing 661 - 670 of 1853 results for "Financial Group"

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... group has acquired a Parramatta-based firm focused on risk advice. Profile Financial Services has acquired Orion Financial Group, a risk-focused advice practice established 35 years ago in Parramatta. The Orion Financial Group team comprises founders ...

MLC Wealth appoints chief operating officer

KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... took the reins in mid-August. Anthony Lane joined MLC Wealth after nearly five years at Westpac subsidiary BT Financial Group, where he served as chief operating officer of BT investment solutions, chief operating officer of advice and senior asset management ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group and Westpac, the former of which he was at for seven years. "In an uncertain and increasingly complex time for investment ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
... Prior to that, he was a financial adviser at Cardinal Financial Planning and a business development manager for BT Financial Group. Burbidge replaces Rob Hay in the head of advised distribution role at Cashwerkz. The appointment comes after Cashwerkz ...

Plato to raise $200 million

KRISTI CHENG  |  THURSDAY, 15 AUG 2019
... date for both the Entitlement Offer and the Broker Firm Shortfall Offer is 30 August 2019. This week, Magellan Financial Group also announced it plans to raise $275 million in capital to fund growth opportunities, including the development of a retirement ...

Future Fund voted down Pinnacle equity grants

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
The $154 billion sovereign wealth fund voted against equity grants to Pinnacle Investment Management's managing director Ian Macoun and two executive directors, a summary of its proxy voting for FY19 shows. Future Fund was happy to support re-election ...

Magellan posts bumper profits, raising $275m

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
Magellan Financial Group reported a 78% jump in its profit for the financial year ending June and announced a $275 million institutional raise for MFG shares this morning. Magellan's stable of well-performing equities funds are now managing an average ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice at BT Financial Group, joined as chief executive while Bruce Hawkins was named chief financial officer. Xplore chair Peter Brook said: "Anne's appointment ...

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... dealt with ASIC and a reference check request from the rogue adviser's next employer. His former employer, BT Financial Group (BTFG) was slated to make almost 300 redundancies as Westpac implemented its plan to exit personal financial advice announced ...

Sequoia acquires dealer group

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2019
Sequoia Financial Group has acquired a national dealer group, home to 68 authorised representatives. Sequoia acquired Sydney-based Libertas Financial Planning, a national licensee with 68 authorized representatives as at August 1, 60 of which are active ...