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Showing 1 - 10 of 10 results for "Consilium"

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... Fiducian's Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that have proven superior performance ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known as Hillross-Consilium. Prior to that, he worked for major institutions like IOOF, ANZ and Commonwealth Bank and BT, serving in senior roles ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... Securities went from having 56 advisers registered to two in the last six months. Merit Wealth lost 45, while Ausure lost 42. Consilium, the licensee which had picked up the Dover and Spectrum financial advisers, went from 74 financial advisers to 38 ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... Services lost 24 advisers, going from 329 to 305. Charter Financial and National Australia Bank lost 19 advisers each. Consilium, which had picked up a number of Dover and Spectrum advisers after the shuttering of those AFSLs following regulatory action ...

Former licensee boss banned

JAMIE WILLIAMSON  |  TUESDAY, 11 FEB 2020
... applied to have Spectrum's licence cancelled. Following its closure, more than 30 of its advisers transitioned to Consilium Advice - an AFSL established by a number of former Dover advisers with the help of Schroeder, Financial Standard understands. ...

Advice group partners with new platform

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JAN 2020
... Suetonius Wealth Management, Sanlam Private Wealth, Newport Private Wealth, Premium Advisory, SBA Advice, Lucerne and Consilium Advice. Powerwrap chief executive Will Davidson said Powerwrap is a strong strategic fit with Wattle Partners. "Our platform ...

Advice associations slammed

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2019
... is chaired by Charles Alexander Financial Services principal Alex Vagliviello, with member representatives including Consilium Advice authorised representative Michael O'Dea, Abacus Finance and Property chief executive Kellie Lam, and Finsure Finance ...

Spectrum Wealth representatives find new homes

ELIZABETH MCARTHUR  |  MONDAY, 29 JUL 2019
... number had dropped to 62 at the start of May and 33 by the end of May. About 32 of Spectrum's advisers have gone to Consilium Advice, a further 11 to Climb Wealth and nine to Life Plan Financial Planning. Clients of Spectrum who wish to find a new adviser ...

Can this latest kick of the can can?

BENJAMIN ONG  |  MONDAY, 2 JUL 2012
... the Greek stock market rallied by 5.7%! Hallelujah! You can read the official "Euro Area Summit Statement" on http://consilium.europa.eu/uedocs/cms_data/docs/pressdata/en/ec/131359.pdf. We just saw in full display the reason why the bears cannot take ...
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