Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 741 - 750 of 1853 results for "Financial Group"

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... opportunities and strategic alliances what will benefit clients. Last year, Cardena partnered with brokerage firm Thyme Financial Group. Sydney-based Cardena Private was established by Jonathan Kilborn in 2004 as Arrive Wealth Management. It added Iain ...

Sequoia chief resigns

KARREN VERGARA  |  TUESDAY, 5 FEB 2019
Sequoia Financial Group's chief executive and managing director Scott Beeton is bidding farewell after nine years with the company. Beeton has also resigned as a director of the group effective February 4. In November 2018, Beeton flagged he would transition ...

Former adviser steals $5m from clients

JAMIE WILLIAMSON  |  MONDAY, 4 FEB 2019
... maximum of 15 years. As director of James Gibbs Investments, Gibbs was an authorised representative of Madison Financial Group when the offences occurred. A breach report issued by Madison to ASIC prompted the regulator's investigation. Gibbs is currently ...

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... BlackRock, Goldman Sachs and is a career advocate of diversity and inclusion. In January 2019, Rotenberg said BMO Financial Group's primary focus was industry innovation: "We are staying ahead of clients' evolving needs, and delivering best in class ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
BT Financial Group launched a suite of managed accounts on its flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different ...

Legalsuper expands member services arm

KARREN VERGARA  |  THURSDAY, 17 JAN 2019
... Northern Territory, New South Wales and the Australian Capital Territory. Hucker was most recently with Harvest Financial Group, helping corporate clients structure and maintain superannuation and group insurance benefits. His 20 years in financial services ...

Vale John Bogle

HARRISON WORLEY  |  THURSDAY, 17 JAN 2019
... on the boards of various corporations - including The General Accident Group of Insurance Companies and Meritor Financial Group - and held honorary doctorate degrees from various universities, including his alma mater, Princeton University. In 2014 ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
... business. Long-serving business development manager Paul La Macchia left MGP in December to take up a role at BT Financial Group. He has been appointed as NSW distribution manager for BT Open, which was launched in early 2018 to provide adviser services ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... Australia will depart for a role at one of the country's largest wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. Smoker, who served as Saxo's Australian ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... without undertaking a proper comparison, as required by law. At the time these allegations were first aired, BT Financial Group said: "It is important Australians have good quality advice, guidance and information in language they can understand. ASIC's ...