Search ResultsShowing 1 - 10 of 23 results for "Stanford Brown"
Stanford Brown eyes expansion
KANIKA SOOD  |  TUESDAY, 15 OCT 2019
The private wealth firm is gearing up to add to its offering, chief executive Jonathan Hoyle says. Stanford Brown's core business is private wealth but it offers ancillary services including mortgage broking, property buying and insurance. In the coming ...
Advice software firm appoints sales lead
KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
A member of Stanford Brown's business development team has landed a national sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new ...
Excellence in managed accounts recognised
HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... award was Viridian Advisory, beating out Canaccord, Crystal Wealth, Prime Financial Group, Royston Capital and Stanford Brown. Praemium's efforts in improving managed accounts saw them take out the innovation category, while Australian equities was awarded ...
Managed Account Awards finalists revealed
ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium Resonant Australian Equities Antares Equities ...
Advice firm ramps up managed accounts play
JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... firm has added a dedicated business development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working with financial advice firms looking ...
Managed accounts forum to address vertical integration, best practice
STAFF WRITER  |  FRIDAY, 24 AUG 2018
... a tight lid on fees," he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial ...
IMAP awards managed accounts excellence
KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... needs over the long term." Finalists in each category and the respective winners are: Licensees Managed Accounts Stanford Brown Group (winner) Crystal Wealth Paradigm Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial Services ...
Fox joins Tribeca Financial board
KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... suitability of banning orders. He is also a non-executive director of North Sydney-based wealth management firm Stanford Brown where he helps shape long-term strategies and expansion plans.
For Stanford Brown, life begins at 30
MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ...
Managed Accounts Forum survey open
DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... investment officer and executive chairman of Territory Funds Management Jonathan Hoyle - chief executive officer, Stanford Brown Wayne Lear - chief wealth strategist, Conscious Money The Financial Standard Best Practice Forum on Managed Accounts will ...
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