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Showing 1 - 10 of 121 results for "Shadforth"

Euroz Hartleys names chief executive

MATTHEW WAI  |  FRIDAY, 16 OCT 2026
... capital markets business under BMO Financial Group following an earlier transaction. Logan joins after a short stint at Shadforth, where he was the head of Western Australia. He has an extensive track record of top-level wealth management experience ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... Peskett, Hannah Waller, and Gaurav Vasnani have all been promoted to directors. Ravida joined HLB Mann Judd in 2016 from Shadforth Financial Group and has been part of the business advisory team in Melbourne, working closely with professional services ...

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... process to determine who stays and who will be in line for future redundancies," FSU said. Insignia Financial's Shadforth and Bridges financial advice business will also axe 59 staff with their jobs also going to the Philippines. FSU has lodged a ...

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... (AUM). He also served as a non-executive director at the Financial Services Council (FSC) alongside director roles across Shadforth Financial Group and Bridges Financial Services. Commenting, InvestStream founder Jason Hoang welcomed the industry stalwart. ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... alternative strategies. He was also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset, including a ...

Super outflows persist but profits up at Insignia Financial

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
... million to $16 million which has greatly improved our NPAT result." Profits in the advice business, including Bridges and Shadforth, came in at $12.2 million with net revenue rising to $85.8 million. Insignia Financial said the increase in revenue was ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... head of business development for Australia and head of institutional investment sales and services. Before that, he led Shadforth Financial Group for over four years. Murray will lead the integration of DASH's platform and software teams, bringing ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national footprint with the acquisition of PMD Financial Advisers, a boutique financial ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... entry a month." "The AI functionality used to upload CSA was piloted over recent months by several licensees, including Shadforth Financial Group, Bridges Financial Services, and Rhombus Advisory. We worked closely with these practices to test, learn ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... Mesch has more than two decades of experience leading advice teams and driving growth, including senior roles as head of Shadforth Financial Group WA and state manager at Perpetual Private. He is recognised for building high-performing teams, nurturing ...
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