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|Showing 1 - 10 of 97 results for "Yellow Brick Road"|
|... he has worked at advice and broking businesses at MLC/NAB and as the chief executive for wealth management of Yellow Brick Road. Anna Shelley, who will be AMP Australia's chief investment officer has been the chief investment officer of Equipsuper ...|
|... advisers went from 350 to 279, with 71 exiting in the last six months. Meanwhile, GWM lost 49 and Meritum lost 17. Yellow Brick Road Wealth Management, which was sold to Sequoia at the start of the year, and Elders, which is being wound down shed virtually ...|
|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 ...|
|... left many unclear on what kind of referrals are allowed. Amid news at the start of the year that Mark Bouris' Yellow Brick Road would exit wealth to focus on mortgages, a referral agreement that was part of the sale sparked debate. As part of the agreement ...|
|Mark Bouris' Yellow Brick Road is 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 ...|
|Pinnacle Investment Management has bought a 25% stake in Christopher Joye's credit boutique in a transaction that values it north of $116 million. Pinnacle is paying $29.1 million for the interest. An extra $5 million is subject to the Coolabah ...|
|Yellow Brick Road is expecting to compensate wealth clients close to $1 million for failing its fee disclosure statements obligations. During the 2019 financial year, the ASX-listed firm identified some advice clients with ongoing fee arrangements may ...|
|... Investments is taking full ownership of a retail fund management business it developed as a joint venture with Yellow Brick Road. Smarter Money Investments offers fixed income and cash strategies managed by Coolabah. It had more than $ 1 billion in funds ...|
|... funds. Last year, Mercantile made an unsuccessful off-market takeover bid to acquire all ordinary shares of Yellow Brick Road for 9 cents per share.|
|Yellow Brick Road is restructuring its wealth business that will result in job cuts under the supervision of chair Mark Bouris. Its chief executive will also step down. YBR's board announced overnight it will commence to dispose, outsource or restructure ...|
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After four months of due diligence, the two super funds have confirmed they will merge before the end of the year.
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The $179 billion sovereign wealth fund has promoted internally to appoint a deputy chief investment officer for portfolio strategy.
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The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning.
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The Sydney multi-boutique has appointed a Queensland-based distribution director, hiring from GSFM.
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