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Search ResultsShowing 1 - 10 of 96 results for "Yellow Brick Road"
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
... 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 ...
YBR exits wealth, sells for $2.5 million
ELIZABETH MCARTHUR  |  MONDAY, 6 JAN 2020
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 buys stake in Coolabah
KANIKA SOOD  |  THURSDAY, 12 DEC 2019
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 ...
YBR to remediate wealth clients
KARREN VERGARA  |  FRIDAY, 30 AUG 2019
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 ...
Coolabah buys retail fund manager stake
KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... 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 ...
Sandon Capital acquires stake in LIC
KARREN VERGARA  |  TUESDAY, 4 JUN 2019
... 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.
YBR overhauls wealth arm
KARREN VERGARA  |  FRIDAY, 17 MAY 2019
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 ...
Clime taps retail market
KARREN VERGARA  |  THURSDAY, 11 APR 2019
... manager of private wealth and distribution. He was most recently the general manager of wealth at ASX-listed Yellow Brick Road. Former Schroders Australia chief executive Greg Cooper joined OpenInvest as a non-executive director in early 2019.
FASEA welcomes new directors
HARRISON WORLEY  |  MONDAY, 8 APR 2019
... at St George Bank as a financial planner, before a seven-year stint as a principal of investment advice at Yellow Brick Road. Prior to joining Crystal Wealth, Lakomy spent almost two years as an executive financial planner at Westpac. Their appointments ...
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