Search ResultsShowing 1 - 10 of 92 results for "Yellow Brick Road"
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 ...
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 ...
Clime names distribution and private wealth lead
KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... client-facing functions of the group. Youkhana was most recently the general manager of wealth at ASX-listed Yellow Brick Road, a role he took on in September 2016. Prior to that, he was the head of advice and wealth management at Westpac Private Bank ...
Ganis brings the changes at YBR
HARRISON WORLEY  |  MONDAY, 12 NOV 2018
Yellow Brick Road made a raft of personnel changes to support the strategic initiatives of new chief Frank Ganis. The firm is welcoming aboard a new head of its RESI lending arm in Macquarie Group's Michael Abboud, as Ganis looks to "breathe new life" ...
Wealth group announces new chief executive
DARREN SNYDER  |  THURSDAY, 25 OCT 2018
An ASX-listed wealth management group is 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 ...
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