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Showing 1 - 8 of 8 results for "YBR Wealth"

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... 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
... its wealth business to focus on mortgages and entered into a sale agreement with Interprac. The sale means current YBR Wealth advisers will become licensed by Interprac (which holds an AFSL within the Sequoia Group). Rainmaker analysis of the ASIC Financial ...

YBR exits wealth, sells for $2.5 million

ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
... 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 businesses ...

YBR offloads legacy wealth subsidiary

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... and recurring revenues - impacting about 150 private clients. YBR said the decision to sell is based solely on the YBR Wealth division focusing on the scale provided by the YBR branch franchisee and Vow adviser and broker network, and other platforms. ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
... But it's also positioning itself differently in an effort to boost margins, broaden services and improve efficiency. YBR wealth division general manager Adam Youkhana has introduced a new customer relationship management system, Provisio, that enables ...

OneVue hires former YBR wealth CEO

ALEX BURKE  |  FRIDAY, 25 NOV 2016
OneVue has appointed a new executive general manager, wealth management services. Matt Lawler joins OneVue from Yellow Brick Road, where he was chief executive, wealth management. Lawler resigned from YBR in July having worked there for five years. ...

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
Yellow Brick Road will transition to a franchise model and consolidate staff members as the company shifts focus towards increased productivity and adviser recruitment. In a statement, YBR said the changes follow the acquisition of Resi Mortgage Corporation ...

YBR wealth management CEO resigns

KERRIE SYDEE  |  TUESDAY, 19 JUL 2016
Yellow Brick Road's wealth management chief executive has resigned from the role. Having joined YBR five years ago, Matt Lawler will conclude his time as CEO on 30 September 2016. During his tenure at YBR he was responsible for laying the foundations ...
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