Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 118 of 118 results for "Shadforth"

BT and Shadforth extend Wrap deal

PRESS RELEASE  |  TUESDAY, 9 JUN 2009
BT Financial Group has extended the firm's platform arrangement with Shadforth Financial Group for another three years, ahead of 12 separate financial planning firms joining the group in July. This announcement comes after a five-year arrangement with ...

Macquarie buys remaining Olicc shares

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... innovation across the technology space," said Darelle Jenkins, Coin managing director. Life insurance firm Asteron, Shadforth Financial group and Professional Investment Services have all adopted Olicc Technologies software since Macquarie Group bought ...

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
... Technologies, which is part-owned by Coin Financial Planning Software, has scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence ...

Frontier hires analyst

MICHAEL HOBBS  |  WEDNESDAY, 3 DEC 2008
Frontier Investment Consulting hired hedge fund researcher, Ching Lee as an analyst. Lee previously worked at Shadforth Financial Group/Haintz Financial Services as an analyst and prior that appointment as a research assistant at Monash University analysing ...

Best Advice close to federation

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Project East West or the Best Advice Project has closed its books and gearing up to federate in April. The Best Advice group began 10 years ago as an informal group of advisory practices sharing ideas on how to best expand their business and serve clients. ...

Life ban for adviser after altering codes

RUTH LIEW  |  THURSDAY, 17 JAN 2008
Disgraced Tasmania-based financial adviser Adam Grant has been permanently banned from providing financial services after being caught manipulating broker codes to siphon commission payments. ASIC banned Grant, who was employed with Shadforths Limited ...

Keysbrook joins national best practice project

HAMISH MADDEN  |  TUESDAY, 5 JUN 2007
Western Australian based Keysbrook Financial Services has joined the "Best Advice" project, a national cooperative project between privately owned financial planning businesses to develop a best practice model for implementation in their individual ...

Shadforths expands into Sydney with JV

KATE HAGE  |  TUESDAY, 11 JUL 2006
... very live system," he said. The joint venture will be known as Taylor Shadforths and will be based in North Sydney. Shadforth chief executive officer, Nick Bedding, added that the group's expansion into Sydney points to further expansion nationally. ...