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Search ResultsShowing 1 - 10 of 72 results for "YBR"
Sequoia to acquire wealth group
KANIKA SOOD  |  MONDAY, 1 JUN 2020
... existing cash reserves and the assumption by SWM of existing adviser entitlements. The company, earlier this year acquired, YBR Wealth Management advisers , following acquisition of Libertas last year and Interpac in 2017.
YBR national advice lead moves to Interprac
ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
Former Yellow Brick Road national advice manager Sharon Walker has moved to Interprac as part of its acquisition of the YBR advice business. Walker moved into the role of practice development manager at Interprac in March. Interprac managing director ...
Advisers still unclear on referral rules
ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... need wealth advice will be referred to Sequoia and advice customers who need mortgage broking services will be referred to YBR. Standard 3 in the Code of Ethics, "you must not advise, refer or act in any other manner where you have a conflict of interest ...
YBR exits wealth, sells for $2.5 million
ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... shuttering its wealth business to focus on mortgages, entering into a sale agreement for a sum of approximately $2.5 million. YBR Wealth's share of rights to the recurring revenue streams derived from its wealth advice and life insurance distribution ...
YBR to remediate wealth clients
KARREN VERGARA  |  FRIDAY, 30 AUG 2019
... not have received a fee disclosure statement or a renewal notice within the time limits prescribed by the Corporations Act. YBR said it made a provision for $928,000 and is conducting an internal audit of records and will contact affected clients. According ...
Coolabah buys retail fund manager stake
KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... the latter 100% ownership of the business. There will be no other change at Coolabah or Smarter Money following the sale, YBR said in company filings yesterday. Coolabah will absorb all the distribution and administrative staff of the joint venture before ...
YBR overhauls wealth arm
KARREN VERGARA  |  FRIDAY, 17 MAY 2019
... dispose, outsource or restructure its wealth functions. Rainmaker analysis of ASIC's Financial Adviser Register shows YBR has 62 authorised representatives as of yesterday. Franchisees will still be able to distribute wealth products and provide ...
YBR in trading halt, flags loss
KARREN VERGARA  |  MONDAY, 4 MAR 2019
Yellow Brick Road has been suspended from trading for failing to lodge its half-year report. YBR told the market on Friday it will incur a statutory after-tax loss for the six months to 31 December 2018. The results include a material non-cash impairment ...
Ganis brings the changes at YBR
HARRISON WORLEY  |  MONDAY, 12 NOV 2018
... deputy chief financial officer Stephen McKenzie, who will lead the firm's operations. Additionally, Jason Knauer will oversee YBR Retail in Queensland and South Australia as state manager, making the move from CBA where he served as Queensland and Western ...
Wealth group announces new chief executive
DARREN SNYDER  |  THURSDAY, 25 OCT 2018
... welcoming its new chief executive, promoting from within. Yellow Brick Road has appointed Frank Ganis as its leader. He joined YBR as a board member in 2017 and recently stepped into an advisory role . Ganis was formerly an executive director at Macquarie ...
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