The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 9 of 9 results for "Mark Stephen"|
|... 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 were brought together as ...|
|... not confirm whether current Consultum chief executive Joe Botte, FSP head Geoff Kellett or Lonsdale chief executive Mark Stephen will remain with the licensees or IOOF.|
|... not confirm whether current Consultum chief executive Joe Botte, FSP head Geoff Kellett or Lonsdale chief executive Mark Stephen will remain with the licensees or IOOF. Botte has led Consultum for the past eight years, having been promoted from head ...|
|... 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 time - one that ...|
|... and implementation to clients. Centrally managed and actively monitored and maintained, Lonsdale chief executive Mark Stephen said MPS' biggest benefit is that it allows advisers to spend more one-on-one time with clients and less on administrative tasks. ...|
|... productivity, compliance audit rating, professionalism, education and industry participation. Chief executive of Lonsdale, Mark Stephen said: "These awards recognise the dedication, quality and professionalism of planners within Lonsdale's 120 practices ...|
|... and extensive process they decided to join Fitzpatricks. "We really appreciated the support and encouragement of Mark Stephen and his team at Lonsdale, but unfortunately with the acquisition of SFG the planets simply didn't align". IOOF confirmed to ...|
|... attracted to Lonsdale due to their open architecture and the level of autonomy they entrust in their practices," he said. Mark Stephen, chief executive of Lonsdale, said, "In line with our desire to grow the Lonsdale business through quality practices ...|
|... internally appointed as regional managers and will report to Renato Mota, general manager distribution, IOOF Holdings. Mark Stephen, Lonsdale's general manager, associate services, has accepted the role of acting chief executive within the Lonsdale business. ...|
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MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role.
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A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth.
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With more research identifying the pressure put on employees by the pandemic and lockdowns, wealth technology firm Class is offering employees extra days off.
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Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.
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