Search Results | Showing 61 - 70 of 229 results for "Shaw" |
| | ... recent adviser movements, while the vast majority of licences lost advisers Synchron's adviser count grew from 505 to 528. Shaw and Partners Financial Planning also experienced huge growth in the period, more than tripling its headcount from five ... |
| | | ... they can give their clients advice and help them build a long-term wealth creation strategy." Moneysoft chief executive Jon Shaw said the aim was to deliver an enterprise-grade solution to meet customers' needs, but with the simplicity of a start-up. ... |
| | | ... their clients with continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it ... |
| | | ... licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the ... |
| | | ... Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners Soteria Capital Watershed Funds Management Australian Fixed Interest JB Were Mason Stevens Prime Financial ... |
| | | Macquarie Investment Management has purchased the mutual fund assets of a 145-year-old American financial services organisation. Foresters Investment Management Company which acts as the investment adviser of the First Investors funds entered into a ... |
| | | ... direction," several new agreements will have a positive impact and exceed the revenue decline, Praemium said in an ASX statement. Shaw and Partners is the latest to extend its partnership with the platform provider, signing on for a further five years ... |
| | | ... the two form a long-term strategic partnership to expand globally. EFG International paid $61.2 million for the stake in Shaw and Partners, valuing the company at $120 million. Shaw and Partners has $12 billion in funds under advice while the Swiss group ... |
| | | Macquarie Group is expecting its FY19 results to outstrip last year's results by up to 15%, and has made three key appointments. This means it could post $3.9 billion in profits when it announces FY19's full-year results in early May. "While the impact ... |
| | | ... time Macquarie reported the misconduct to ASIC and dismissed both advisers. Both advisers then went on to be licensed by Shaw and Partners for more than 12 months before they were banned by the regulator. "The view was expressed to me that if they were ... |
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