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Showing 71 - 80 of 429 results for "stockbroking"

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance, as well as an unnamed stockbroking and wealth management firm. There are currently 1625 financial advisers who use HUB24's platform. In the quarter to ...

International firm acquires advice group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
... Canaccord's Australian presence expanded significantly. Headquartered in Perth, Patersons provides wealth management and stockbroking services in 11 offices across Australia. It also engages in corporate finance activities, providing debt and equity ...

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... with an end-to-end technology solution, we are well-positioned to respond and adapt to the rapidly changing market stockbroking, investment and financial advisory firm dynamics," Selvarajah said. Bell Direct is part of ASX-listed stockbroking, investment ...

Industry super fund appoints new chair

KARREN VERGARA  |  FRIDAY, 10 MAY 2019
... director since July 2007. His career began in law and then moved to banking investment, treasury, asset management and stockbroking. After financial services, Haddock worked in several non-executive directorships and Catholic Church welfare organisations. ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
... MGP head of distribution and marketing Tony Nejasmic said. Queensland-based First Point Wealth Management provides stockbroking and asset management services to clients. It runs multi-asset portfolios using direct Aussie shares, ETFs and managed funds. ...

Morgans Financial licence conditions lifted

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
A full-service stockbroking and wealth management firm with over 60,000 active clients has had additional licence conditions lifted. Morgans Financial had the conditions imposed in November 2016. ASIC has now removed the conditions as at March 19. The ...

Liquidation likely for Halifax

HARRISON WORLEY  |  FRIDAY, 15 MAR 2019
Halifax administrators updated investors on the future of the beleaguered online stockbroking firm, with signs pointing to liquidation. The firm - whose AFSL was suspended shortly after it went into voluntary administration in November 2018 - was found ...

Fintech expands team for ongoing growth

JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
... expects the trend to continue, adding four new team members to assist. Former Bridges Financial Services head of stockbroking Nick Avery joined the business as head of equity solutions. He will be responsible for driving innovation across FinClear's ...