Search ResultsShowing 1 - 10 of 39 results for "Paragem"
Down but not out: Top advisers adapt
ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
... going from 116 to just 37. Viridian picked up 76, after buying 90 advisers from Westpac. While Lifespan, Affinia and Paragem gained from Westpac's exit, a further 147 former Westpac advisers have so far failed to join another licensee. Commonwealth Financial ...
Advice group appoints general manager
KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... owned by HUB24 hired from BT Financial Group to fill a newly-created general manager role. Sonya Choi La Rosa is joining Paragem after six years at BTFG. She has 20 years' leadership experience, including senior roles at Mercer and Citi Smith Barney ...
IOOF manager joins HUB24
KANIKA SOOD  |  THURSDAY, 15 NOV 2018
... of $39.8 million - this grew 51% over the previous year as net inflows for HUB24's platform came to $2.4 billion. Paragem brought in $36 million in revenues, which is 16% higher over the previous year. EBITDA for the whole group was up 123% to $11.4 ...
Morgan Stanley amends false independence claims
JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... phrases." Earlier this year, ASIC required four financial advice firms to cease and amend false claims of independence. Two Paragem practices, an authorised representative of Spectrum Wealth Advisers and an authorised representative of Australian Financial ...
HUB24 lifts targets
KANIKA SOOD  |  MONDAY, 20 AUG 2018
... revenue of $39.8 million - this grew 51% over the previous year as net inflows for HUB24's platform came to $2.4 billion. Paragem brought in $36 million in revenues, which is 16% higher over the previous year. EBITDA for the whole group was up 123% to ...
New managing director at Paragem
KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...
Lonsec names group chief executive
KARREN VERGARA  |  MONDAY, 16 APR 2018
... than 30 years' experience having worked for global firms such as Lloyds, Bankers Trust and Worldgroup. Haynes co-founded Paragem in 2005 and its respective subsidiaries were sold to Netwealth in 2011 and HUB24 in 2014. Netwealth changed Paragem's Dealer ...
HUB24 reports record first half
JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... that joined the platform during 1HFY18, bringing the total number of advisers using HUB24 to 1040. HUB24's dealer group Paragem gained two new practices and six new advisers, meaning it now licenses 76 advisers across 32 advice businesses. A 59% increase ...
Game theory revolutionises risk profiling
JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... making," he said. The business has seen pre-launch adoption of the platform in Australia, having already been beta tested by Paragem, Affinia and Henderson Maxwell. "We all know clients can't tell us their risk tolerance, or how loss averse they are ...
Insto exodus fuelling HUB24 growth
ALEX BURKE  |  MONDAY, 28 AUG 2017
... industry participation." Specifically, they highlighted the new practices coming over to wealth management subsidiary Paragem as evidence of advice businesses "seeking greater choice, transparency and engagement with new technology platforms." The statement ...
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