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Showing 1 - 10 of 162 results for %22Bridges%22

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... Revenues increased by 3.8% to $107.6 million on the back of higher ongoing client fees from repricing at Shadforth and Bridges. Meanwhile, expenses fell by about 19% because of optimisation benefits. As predicted, adviser numbers dropped to 1199 due ...

Insignia Financial class action dismissed by court

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2024
... compliance during the Relevant Period." The judge said it was not adequately demonstrated that issues cited, including certain Bridges financial adviser bans, had any impact on the company's share price. It was also pointed out by the judge that ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... strategy will enable us to focus on the growth of our professional services advice businesses, Shadforth Financial Group and Bridges Financial Services, expanding the scope of advice through superannuation, and to leverage future opportunities presented ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... latest step in Bendigo and Adelaide Bank's exit from the wealth industry, having sold its financial advice business to Bridges Financial Services in 2019.

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... through all stages of life." The division brings together the client experience teams of its employed adviser channels, Bridges and Shadforth Financial Group. It will be led by a chief client officer, a newly created role that is yet to be filled. Speaking ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... will allow Insignia to focus its efforts on growing its Professional Services businesses, Shadforth Financial Group and Bridges Financial Services, it said. This will be further enabled by the return of Godfrey Pembroke to its advisers, with Insignia ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... total 81 complaints are deemed to be resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11), also received ...

Family offices look to infrastructure for alpha

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Plan," the report said. "The enthusiasm for infrastructure in part reflects the ways it has expanded beyond roads and bridges to include everything from power generation to waste management to food storage to digitalisation, as well as the numerous opportunities ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... and self-licensed advisers. It explained the Professional Services channel accounts for Shadforth Financial Group and Bridges, employing a B2C model and providing advice on a fee-for-service basis. Meanwhile, Advice Services is a B2B offering whereby ...
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