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Showing 81 - 90 of 121 results for "Lonsdale"

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ...

Netwealth owned Paragem rebrands as Pathway

RACHEL DAVIS  |  THURSDAY, 1 MAR 2012
... licensees and planning practices in the financial services arena, Humphries previously held senior roles at FSP, DKN/Lonsdale and Zurich. "More than ever, it is crucial that licensees and their advisers partner with experts in the areas of Regulatory ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
... Holdings in Oct, DKN alerted managers of the impending departure of DKN executive director of distribution, Andrew Rutter, Lonsdale chief executive, Mario Modica, and Lonsdale executive director for network development, Kon Costas. It has now be revealed ...

Butterworth to leave DKN

ELISE BURGESS  |  THURSDAY, 20 OCT 2011
... Holdings. Chief executive of DKN since 2006, Butterworth lead several DKN acquisitions including its 2007 acquisition of the Lonsdale Financial. Replacing Butterworth is current chief executive of Lonsdale Financial Group, Mario Modica, who will report ...

IOOF seals DKN takeover

MATT WOODINGTON  |  TUESDAY, 4 OCT 2011
... in funds under management as at March this year, while DKN has around 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 billion in funds under management. Its ...

IOOF takeover receives 99% approval

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... billion in funds under management as at March this year, while DKN has about 700 advisers including 110 practices under the Lonsdale banner and a further 250 practices with their own licence. DKN has an estimated $7.9 billion in funds under managemen ...

DKN suffers drop in platform flows

MATT WOODINGTON  |  MONDAY, 1 AUG 2011
... regulatory changes and the loss of one medium-sized wealth management practice from the network." DKN will keep its current Lonsdale operating model including its current platform offering following the merger with IOOF. Lonsdale added seven new associates ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial Advice, Suncorp Financial Planning, Lonsdale Financial Group, Infocus Money Management, Consultum Financial Advisers, Industry Fund Financial Planning and Capstone ...

DKN agrees to support IOOF takeover

ALISON BEVEGE  |  MONDAY, 27 JUN 2011
... DKN shareholder Count Financial, to 80c per share. IOOF chief executive Chris Kelaher said DKN would keep its current Lonsdale operating model including its current platform offering within the combined business. He said the companies had a longstanding ...

Count says advisers worried about IOOF offer

ALISON BEVEGE  |  MONDAY, 20 JUN 2011
... market consolidation, causing a reduction in the number of independent operators. "A number of advisers in DKN, especially Lonsdale... would have a concern with institutional ownership," he said. "Count is non-aligned and will continue to champion the ...

Editor's Choice

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |   12:42PM
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |   12:39PM
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI  |   12:21PM
VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |   12:35PM
The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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