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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 5 days ago