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Showing 61 - 70 of 1618 results for "Financial Group"

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... Foster Raffan iPlan. It bought a stake in accounting and advice firm McLean Delmo Bentleys in February and SCM Financial Group last November. Commenting on the latest merger, AZ NGA chief executive Paul Barrett said the strategic partnership bought together ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... 12% of PAC, while River Capital is the largest shareholder with a 19% stake. In another development, Magellan Financial Group announced the retirement of non-executive director Colette Garnsey, effective at the close of the company's annual general meeting ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... partnered with Practifi last year and is used by global firms such as Lloyds Bank and St. James's Place. Spark Financial Group chief executive Arthur Kallos said the partnership with Oko Platforms will be key to the dealer fulfilling the sustainability ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
Libertas Financial Planning is in the process of liquidation, a decision made by parent company Sequoia Financial Group four years after it was acquired. Libertas' operations and customers will transfer to Interprac Financial Planning and Sequoia ...

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
Madison Financial Group's acquisition of three businesses in the 2023 financial year drove a 12% increase in revenue to $15.4 million. MTIS Wealth Management, Investment Strategists Accounting Services and Ralton Asset Management helped boost the ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
MA Financial Group has reported strong growth in its private credit book, rising 59% to $564 million, with joint chief executive Chris Wyke saying the group's focus on the asset class is paying off. This, the group said was driven by the accelerating ...

Legacy issues, business overhaul plague E&P results

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Legacy issues and ongoing structural changes continue to plague E&P Financial Group as it looks for better performance under the new chief executive in FY2024. The ASX-listed firm reported sinking revenues and profits in the last financial year of $167.1 ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... investment consultant. Mauceri has held senior roles with MLC Asset Management, NAB Wealth, ANZ Wealth and BT Financial Group. The article first appeared in Industry Moves.

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... The division brings together the client experience teams of its employed adviser channels, Bridges and Shadforth Financial Group. It will be led by a chief client officer, a newly created role that is yet to be filled. Speaking to Financial Standard ...