|Search Results||Showing 1 - 10 of 94 results for "Yellow Brick Road"|
|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 ...|
|... took full ownership of Smarter Money Investments (which had $1 billion in funds under management) buying back Yellow Brick Road's 50% stake in the business. Pinnacle is funding the purchase via a facility from CBA and expects the transaction to complete ...|
|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 ...|
|... 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.|
|... 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 ...|
|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 ...|
|... 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 ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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