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Showing 51 - 60 of 99 results for "Yellow Brick Road"

Smarter Money Investments added to BT Wrap

STAFF WRITER  |  WEDNESDAY, 28 JAN 2015
... is now available on six other platforms for advisers and their clients inside and outside superannuation. The Yellow Brick Road (YBR) funds management business rebranded to SMI in September 2014. In 2014 SMI's active cash strategy returned 4.1% after ...

YBR's cash fund receives new ratings

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
Yellow Brick Road's newly branded funds management business Smarter Money Investments has received two ratings for its Smarter Money Active Cash Fund. Australia Ratings, a new credit rating agency founded by former Standard & Poor's Managing director ...

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
Yellow Brick Road (YBR) has rebranded its funds management business under the new name 'Smarter Money Investments Pty Ltd' (SMI). The rebranding also coincides with the launch of a new fixed income fund, Smarter Money Higher Income Fund, which focuses ...

Matrix merger to place ClearView among top 10 licensees

LAURA MILLAN  |  MONDAY, 1 SEP 2014
... over 200 financial planners and would be among the largest advice conglomerates by number of planners, ahead of Yellow Brick Road, Wealthsure or Lifespan. Matrix shareholders are being offered $4.407 in cash and 8.776 ClearView shares (subject to performance ...

YBR adopts cloud-based planner software

STAFF WRITER  |  THURSDAY, 24 JUL 2014
Yellow Brick Road (YBR) has migrated all its core business processes to a cloud-based platform to keep pace with technology changes. Software platform NetSuite has replaced all the previous systems, including those in the financial management division ...

YBR set to acquire mortgage manager RESI

MARK SMITH  |  WEDNESDAY, 9 JUL 2014
Yellow Brick Road has expanded its presence in the home loan market with the acquisition of privately-owned mortgage manager RESI Mortgage Corporation for $36 million. Subject to YBR shareholder and regulatory approval, the offer includes $28 million ...

YBR requests trading halt ahead of buyout announcement

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Yellow Brick Road Holdings (YBR) has requested a trading hold to the Australian Securities Exchange (ASX) and is expected to announce an acquisition. YBR requested the trading halt yesterday and said it did so "pending the release of an announcement ...

YBR Smarter Money returns 5.0% over June quarter

HARRY PAGE  |  THURSDAY, 3 JUL 2014
Yellow Brick Road Holdings' "active cash" fund, YBR Smarter Money (Smarter Money) has returned 5% per annum after all fund fees over the June quarter. Smarter Money is an "active cash" or short-term fixed-interest fund that invests in Australian deposits ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same report shows that both firms together would be the tenth largest dealer group in Australia by number of advisers. ...

YBR Smarter Money receives rating upgrade

MARK SMITH  |  THURSDAY, 26 JUN 2014
Yellow Brick Road's floating rate fixed income fund, YBR Smarter Money, has been upgraded to "Highly Recommended" by independent asset-consulting firm, Atchison Consultants. Since its launch over two years ago, Smarter Money has returned 5.9% annually ...