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Showing 1 - 10 of 1864 results for "Financial Group"

State Street IM Australian investments lead to retire

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
... Victor has also led the SPDR ETFs business for Singapore and its Asia Pacific distribution unit. She joined from BT Financial Group where she was national partnership manager. Victor has previously held roles in sales management, strategy and product ...

ASIC bans former NextGen Financial Group directors

KARREN VERGARA  |  FRIDAY, 24 JUL 2026
ASIC banned two former NextGen Financial Group directors from working in financial services for three years for failing to comply with Australian Financial Complaints Authority (AFCA) determinations. Nicholas Duncan Jeremy Brookes and Vittorio Vincenzo ...

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Viridian Financial Group announced three promotions to its investment leadership team as it merges its asset management and private wealth businesses under a single unit called Infinity. Viridian has brought together Infinity Asset Management and its ...

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Garry Crole is exiting Sequoia Financial Group as chief executive effective immediately as the fallout from the Shield and First Guardian master funds and legal action against subsidiary InterPrac Financial Planning rolls on. Crole said his decision ...

Infinity AM wins SMID fund mandate

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... million in assets at the time. Ironbark recently consolidated its 15 businesses under a new single brand, Ironbark Financial Group. The core brands are Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Asset Management ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
Mancell Financial Group (MFG) founder Peter Mancell has retired as a financial adviser after 46 years, selling the business he built to pave the way for a $1 billion wealth management firm in Tasmania. Mancell officially stepped away as an adviser and ...

TCorp chief investment officer retires

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... consolidation of five superannuation products into a single MySuper product. He also held senior investment roles at BT Financial Group, QIC, Goldman Sachs and Schroders. TCorp is now looking for Brentnall's successor with the appointment set to ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Euroz Hartleys has sold its capital markets business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both ...
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