Search Results | Showing 1 - 9 of 9 results for "Akambo" |
| | | Akambo is expanding its scope, launching an asset consulting business and appointing a former Olympian to a senior role. Akambo has launched Vertex Investment Services, which partners with advice businesses to strengthen investment governance, portfolio ... |
| | | | ... found to have lower outsourcing numbers in estate planning (37% and 39%). However, speaking to Financial Standard recently, Akambo managing director Joe Akiki observed that Australian advisers exhibit the attitude of 'doing everything themselves' ... |
| | | | ... framework, according to experts, who warn that an entrenched system requires an urgent shakeup. Speaking to Financial Standard, Akambo managing director Joe Akiki has warned that financial advice firms without a sound governance framework will be prone ... |
| | | | Akambo Financial Group has appointed Michael Happell as its non-executive chair and Kevin White as non-executive director to the board of its holding company. The integrated financial services business recently merged with the well-established wealth ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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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