HLB Mann Judd SA picks up boutique firm

wealth-management/wealth-management-division/AXA/director/

7 June 2011
| By Chris Kennedy |
image
image image
expand image

The wealth management division of HLB Mann Judd in South Australia has grown from six members to 11 with the acquisition of boutique planning firm Howard Financial Planners.

HLB Mann Judd (SA), which is licensed under AXA, now represents one of the largest AXA Financial Planning practices in South Australia, according to HLB Mann Judd.

“The acquisition will enhance the offering across our comprehensive suite of wealth management services, and add new skills and capabilities to the team,” HLB Mann Judd Wealth Management partner George Wright said.

Howard Financial Planners principal Howard Jacob has been appointed as a director within the new firm, while all four existing Howard Financial Planners have also joined the firm.

Homepage

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 8 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo