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Showing 1 - 10 of 101 results for %22Yellow Brick Road%22

AZ NGA welcomes head of M&A

CASSANDRA BALDINI  |  MONDAY, 10 JUL 2023
... NGA's legal, risk and corporate governance function, reporting to Barrett. He previously spent two years at Yellow Brick Road as its general counsel and company secretary. Prior to that, he held senior legal counsel roles at the Commonwealth Bank ...

Beware super home buyer collateral damage: ISA

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... affordable, but all Australian workers will also be worse off because of lower investment returns." Oppositely, Yellow Brick Road chair Mark Bouris called the super scheme a potential once in a lifetime opportunity for first home buyers to get into this ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... advice market which we expect to reduce to 13,000 by 2025," he said. During FY21, Sequoia acquired PantherCorp, Yellow Brick Road's wealth division, Philip Capital, and Total Cover Australia. He expects a further boost in revenue as acquisitions made ...

AMP Australia announces new leadership team

KANIKA SOOD  |  TUESDAY, 11 MAY 2021
... 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 ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... 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 ...

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
... Coolabah 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 ...

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 ...
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