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Showing 1 - 10 of 14 results for "Crystal Wealth"

Excellence in managed accounts recognised

HARRISON WORLEY | WEDNESDAY, 26 JUN 2019

... licensees and innovation. Taking home the licensee managed account award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR | THURSDAY, 30 MAY 2019

... Brad Matthews, Paula Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium ...

FASEA welcomes new directors

HARRISON WORLEY | MONDAY, 8 APR 2019

... Communications Consumer Action Network (ACCAN). Lakomy is currently a director of advice and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER | FRIDAY, 24 AUG 2018

... share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view the ...

IMAP awards managed accounts excellence

KARREN VERGARA | THURSDAY, 2 AUG 2018

... Finalists in each category and the respective winners are: Licensees Managed Accounts Stanford Brown Group (winner) Crystal Wealth Paradigm Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial Services Innovation Dynamic Asset Consulting ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON | TUESDAY, 10 JUL 2018

... presented at an event in Sydney on 1 August. Award categories and finalists are as below: Licensees Managed Accounts Crystal Wealth Paradigm Group The Lunar Group Viridian Advisory WLM Financial Services Innovation Dynamic Asset Consulting Elston Financial ...

ANZ wealth sale marks end of an advice era

ALEX BURKE | FRIDAY, 4 NOV 2016

... businesses, he added, will likely coalesce and form a more independent, like-minded group, much like AdviceIQ. Crystal Wealth Partners executive director Tim Wedd argued that if ANZ does sell its advice business, "it is a further sign of the issues vertically ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN | TUESDAY, 21 OCT 2014

... financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal Wealth financial planner Louise Lakomy are also stepping down. They will be replaced by Financial Spectrum general manager and ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH | WEDNESDAY, 10 JUL 2013

... for more transparency, managed discretionary accounts are another good alternative to managed funds, according to Crystal Wealth executive director John McIlroy. "Trustees can see exactly what is in their equities' basket every day in an MDA," he said ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE | TUESDAY, 30 APR 2013

... MDA, on outsourcing arrangements and on how the MDA contract might be terminated. At the time operators such as Crystal Wealth have welcomed the release and said: "We may see some platforms withdrawing this type of discretionary service for advisers ...

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Keystone Asset Management to be wound up

JAMIE WILLIAMSON

Keystone Asset Management will be liquidated, as ASIC investigates exactly what's happened to funds invested in the Shield Master Fund.

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN

Alan Oster will retire from NAB after 32 years in the chief economist role, with Sally Auld set to replace him - creating another open position at JBWere.

Praemium partners to bring structured products to HNWIs

MATTHEW WAI

Praemium inked a deal with Stropro, an alternative investment platform, to offer financial advisers improved access to structured products to better meet the evolving needs of their high-net-worth (HNW) clients.

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN

The global asset manager's private credit income fund will now be available to Australian wholesale investors.

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