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Showing 1 - 5 of 5 results for "PFG"

Prime FG eyes wealth management business

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
Prime Financial Group (PFG) is set to acquire an unnamed firm that operates investment research and funds management services. PFG flagged that a confidential non-binding indicative offer has been made to the Melbourne-based firm. If the offer is successful ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... accounting and business advisory, wealth management, SMSF and capital services divisions reached $1.1 billion during the period. PFG has a market capitalisation of about $36.3 million. Comparable ASX-listed companies have the following market caps: Kelly ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
... with Pacifica under a new 10-year agreement. Part of the deal involved increasing its ownership in North Queensland-based PFG from 22% to 65%. Prime said it will also continue to wind down Prime Accounting and Wealth Management, which was set up with ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... deliver quality advice to clients. This year's finalists for the award include Australian Financial Risk Management, MEDIQ and PFG Financial Services. AFA chief executive Phil Kewin described the awards as the most demanding and rigorous advice awards ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
Several AMP practices, including PFG Financial Services, are adopting cloud-based financial advice business administration platform PractiFI. PractiFI aims to integrate CRM, registry, policy administration, and telephony systems for financial advice ...
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