ORD MINNETT
Financial planning
As the platform looks to focus on its domestic business, selling off the international business will be the first test of the tenure of new chief executive, Anthony Wamst...
Financial planning
It will be led by Luke Rybarczyk, senior investment adviser and branch manager....
People & Products
The wealth management firm has made three key senior appoints, as well as adding analysts via its acquisition of E. L. & C. Baillieu....
Financial planning
Ord Minnett, which exited IOOF in 2019, has announced it has entered into an agreement to acquire 100% of wealth management firm E.L&C. Baillieu ...
Financial planning
HUB24’s acquisition of Xplore Wealth, its exit from full ownership of Paragem and its acquisition of Ord Minnett’s non-custody portfolio administration and reporting busi...
People & Products
Abhilash Menon has been appointed by State Street Global Markets as their new multi asset class transition manager (vice president)....
Top 100
The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...
Funds management
Ord Minnett is now 100 per cent owned by private interests led by its executive chairman, Karl Morris, following a decision by J.P. Morgan to join IOOF in selling its hol...
People & Products
Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as distribution manager in its Sydney office....
People & Products
Prime Financial Group has appointed Olivia Long as managing director, strategy and operations, of its wealth management and superannuation division. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...