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Showing 1 - 5 of 5 results for "Akambo"

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...

ASIC FAR, advice industry contract

JAMIE WILLIAMSON  |  MONDAY, 17 JUN 2019
... exit personal advice and sell advisers to Viridian Advisory. Over the same period, the likes of Synchron, Capstone and Akambo and Infocus made gains. Among the bigger players, ClearView, IOOF, TAL and State Plus also gained ground. The fastest growing ...

HUB24 launches portfolio management tool

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
... flexibility to allocate new client money at different target weightings. PPI is currently live with wealth management firm Akambo Financial Group. HUB24 director of strategic development Jason Entwistle said the tool is a "unique solution that had the ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from the big six, primarily ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis, Unison Wealth Management and Hunter Green. Overall, the largest licensees are AMP Financial Planning ...
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