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ORD MINNETT
Financial planning
A former Ord Minnett financial adviser, who is being sued by the firm, has been temporarily banned from contacting her former clients after it was found 17 clients moved ...
People & Products
After the sun eventually set on their successful sporting journeys, these elite athletes continued to pursue new frontiers in financial services for their second careers....
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Funds management
Wealth manager and stockbroker Ord Minnett has paid $888k to comply with an infringement notice from the Markets Disciplinary Panel regarding a buy-back....
People & Products
A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
People & Products
Wealth managers Ord Minnett and EL & C Baillieu have completed their merger, creating one of the nation's largest private wealth management firms....
People & Products
AMP Ltd has appointed former J.P. Morgan Chase managing director, Andrew Best, to its board as a non-executive director....
Top 100
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...
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)....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...