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Search ResultsShowing 1 - 10 of 25 results for "Stanford Brown"
Stanford Brown hires Deloitte director, acquires firm
KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham was most recently a director in Deloitte's family ...
Stanford Brown acquires Sydney advice firm
KANIKA SOOD  |  WEDNESDAY, 4 DEC 2019
Stanford Brown has acquired a Sydney advice practice from Godfrey Pembroke, with chief executive Jonathan Hoyle saying there's more to come. World Square Financial Services was founded by former NAB Private Bank financial adviser Robert Wiggins ...
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
... in response to "growing demand for a low cost, unconflicted, adviser platform alternative". Anderson joins from Stanford Brown which he joined as a business development manager in October last year. Prior to that, he worked at Challenger for almost a ...
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.
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