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Showing 1 - 10 of 11 results for "Kearney Group"

Story Wealth co-founder joins Kearney

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... cap, international equities and multi-asset products, as well as recognising the best licensee operated offering. Kearney Group, Lonsec, Morgan Stanley Wealth Management, Russell Investments, and DNR Capital are all nominated for the inaugural award ...

Kearney Group launches responsible managed portfolios

ELIZA BAVIN  |  MONDAY, 1 FEB 2021
Kearney Group has announced the launch of a suite of responsibly managed investment portfolios targeting socially conscious and sustainability-minded investors. The Ethos Managed portfolios will focus on an actively managed approach to achieve competitive ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
... businesses launched customised managed account solutions using Zenith's services. Zenith said Melbourne-based Kearney Group has developed models with a strong focus on environmental, social and governance (ESG) for their client's investment solutions. ...

Platform bolsters distribution, relationships teams

ELIZABETH MCARTHUR  |  TUESDAY, 5 MAY 2020
... its relationships and distribution teams. Mason Stevens has appointed Charlie Green, a former financial adviser at Kearney Group, to manage client relationships across the southern states and sourcing new business opportunities. "Charlie's role as a ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... maximises the benefits for our financial advice clients," Yap said. In January, Stephen Colwell who had worked at Kearney Group as a financial adviser for about six years was hired as a Zenith investment analyst. Then in February, Zenith hired former ...

Top tips to kill your advice business

KERRIE SYDEE  |  FRIDAY, 7 OCT 2016
Businesses are living organisms and they will die without nourishment, according to Kearney Group chief executive Paul Kearney. Speaking as part of a focus session at the 2016 AFA National Advisers Conference, Kearney took delegates through his top ...

Strong leadership at the heart of adaptive change

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... adaptivity across all levels of the business. Speaking at the Sydney roadshow, founder and chief executive of the Kearney Group and 2015 AFA practice of year, Paul Kearney, highlighted the importance of an engaged and creative CEO in driving advice businesses ...

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
... AFA Adviser of the Year Award at the close of another successful national conference in Cairns. At the same time, Kearney Group took home the coveted Practice of the Year Award. Presenting the awards at a sparkles and silhouettes themed gala dinner ...

AFA announces awards finalists

ALEX BURKE  |  WEDNESDAY, 16 SEP 2015
... David Reed and Affinity Private's Catherine Robson. The Practice of the Year finalists, meanwhile, are Announcer, Kearney Group and Robina Financial Services. "The financial advice community can be deservedly proud of the quality of advice being given ...
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