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Showing 101 - 110 of 118 results for "Shadforth"

Fastest growing planners book above 30pc growth

ELISE BURGESS | MONDAY, 16 AUG 2010

AFG Financial Planning, Senty Financial Services and Shadforth Financial are among the top 10 fastest growing financial adviser groups, all of which posted more than 30 per cent growth of adviser numbers each year over the past three years, Rainmaker ...

Shadforth ramps up client book-buying strategy

MICHAEL HOBBS | MONDAY, 17 MAY 2010

Shadforth Financial Group has created a team to focus solely on buying other financial planning practice books ahead of the expected regulatory changes that could result in a number of planners leaving the industry. Tony Fenning, head of Shadforth Financial ...

Shadforth buys SA planning firm

COMPANY RELEASE | FRIDAY, 16 APR 2010

Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...

Shadforths appoints QLD general manager

COMPANY RELEASE | THURSDAY, 4 MAR 2010

Shadforth Financial Group has hired a general manager and a senior private client adviser, both Queensland-based, as the planning group continues to search for other firms and advisers to join its ranks. Former head of advice at Tynan Mackenzie, John ...

RBF-Tasmania CEO resigns

RUTH LIEW | WEDNESDAY, 20 JAN 2010

Simon Gillies, chief executive of the $3.5 billion RBF-Tasmania for the past five years, has resigned from the fund. Gillies is leaving the fund in February, but declined to mention specifically why he is leaving RBF-Tasmania in an email interview. ...

Shadforth signs direct shares deal

MICHAEL HOBBS | THURSDAY, 10 DEC 2009

Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice ...

Shadforth eyes direct shares

MICHAEL HOBBS | FRIDAY, 27 NOV 2009

Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...

Helmich appointed Future2 chair

COMPANY RELEASE | TUESDAY, 22 SEP 2009

... Argyle Lawyers (NSW), Ray Griffin, director at Capricorn Investment Partners, David Haintz, private client adviser at Shadforth Financial Group and Michael Neary, head of financial services industry at Telstra Enterprise & Government.

Advisers choose definitions over technology

MICHAEL HOBBS | FRIDAY, 14 AUG 2009

Automatic underwriting, online transactions and website calculators are needed when it comes to risk insurance, but financial advisers won't use a provider if the contracts don't pay out when clients need it most. While the risk insurance industry is ...

Shadforth searches for more practices

COMPANY RELEASE | THURSDAY, 2 JUL 2009

The Shadforth Financial Group is looking to attract other practices to the fold after 13 financial planning firms started to operate under the brand yesterday. The 'Best Advice' project or 'Project East-West' as it is also known as, combined 13 financial ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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