YBR

Financial planning

Yellow Brick Road has completed the sale of its wealth business to Sequoia for just over $1.9 million....

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Funds management

Mark Bouris’ Yellow Brick Road has continued its exit from wealth management by completing the sale of its 50 per cent stake in Smarter Money Investments to joint stakeho...

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Financial planning

Mortgage broking and wealth management business Yellow Brick Road has announced a strategic review of its wealth management business in the face of significant half-year ...

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Financial planning

The board of Yellow Brick Road Wealth Management has signalled its intention to reject a takeover bid by Sir Ron Brierley’s Mercantile Investment Company....

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Financial planning

Yellow Brick Road has reported a 10.5 per cent increase in its funds under management to $1.5 billion up to Q4 2017....

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Financial planning

Yellow Brick Road has introduced new minimum standards for employing new financial advisers, along with other new wealth initiatives....

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Financial planning

Yellow Brick Road recorded a maiden profit of $400,000 while its wealth division revenue grew 25 per cent....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago