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Showing 51 - 60 of 69 results for "Wealth Partners"

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
The chief executive of Bennelong Wealth Partners and chief operating officer of one of the largest single family offices in Australia will be the next chief executive of Powerwrap. Following the resignation of Cormac Heffernan in December 2016, the ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group; chief investment officer and executive chairman ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder and managing director, Praescius Financial Group; chief investment officer and executive chairman ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Ignition Wealth partners with pharmacy group

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Ignition Wealth will partner with Pharmacy Alliance to provide digital financial advice to its 650 members. The independent pharmacy group announced the formation of Alliance Family Wealth (AFW) to provide digital financial advice to the group's members ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Netwealth has partnered with a boutique wealth management firm to launch a private label managed account. The platform provider has teamed up with Cardena Private Wealth to offer a variety of multi-asset, objectives-based models which utilise dynamic ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... businesses, he added, will likely coalesce and form a more independent, like-minded group, much like AdviceIQ. Crystal Wealth Partners executive director Tim Wedd argued that if ANZ does sell its advice business, "it is a further sign of the issues vertically ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth Partners, a firm backed by Bennelong Wealth Partners, the wealth management arm of Bangarra Group, which also owns Bennelong Funds ...