The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 27 results for "Lonsdale Financial Group"|
|... licensee will depart the group, as the impacts of the company's wealth restructure continues to be felt. Lonsdale Financial Group chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3, Lonsdale and IOOF Alliances ...|
|... need two to three authorised representatives to break even on the cost. Docker's view was shared by Lonsdale Financial Group chief executive Mark Stephen. His dealer group has 220 advisers and 60 self-licensed planners. "Roughly 20 to 30% of an adviser's ...|
|A former Millennium 3 and Lonsdale Financial Group financial adviser was banned for seven years for personally using client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan ...|
|... IOOF-aligned dealer group is introducing a new managed discretionary account service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution ...|
|Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...|
|Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...|
|... build a boutique dealer group via managed expansion. CRA made the move to Bombora from previous licensee Lonsdale Financial Group. In welcoming CRA as Bombora's first signing, Handley: said "word-of-mouth and a sound, non-aligned boutique business model ...|
|... financial services and accounting companies. Prior to that, Salmon was a business consultant at DKN - Lonsdale Financial Group, a partner at Shirlaws Global Management Consultancy and chief executive and head of strategy at The Strategist Group. She ...|
|Adviser group Avenue Capital Management will join IOOF's Lonsdale Financial group, cementing the conglomerate's place well inside the industry's top 10. The agreement to join Lonsdale adds 30 adviser to their stable, bringing their combined numbers ...|
|... including its 2007 acquisition of the Lonsdale Financial. Replacing Butterworth is current chief executive of Lonsdale Financial Group, Mario Modica, who will report directly to the managing director, Christopher Kelaher and join IOOF's Leadership Group. ...|
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The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
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The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
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Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
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Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
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