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Showing 1 - 10 of 62 results for "Shadforth Financial Group"

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... of business development specialist. He joins from Marsh McLennan and has previously held roles with Shadforth Financial Group and MLC in addition to five years in advice practices. Finally, Nathan Caccamo has been appointed to the position of business ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... advice 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 ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... executive Renato Mota flagged that the firm remains committed to the Professional Services businesses, Shadforth Financial Group and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... 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 to Financial Standard ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... Establishing ASC 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 ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... self-employed 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 ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... and dedicating time to other value-added work. "Through our collaboration with Automation Anywhere, Shadforth Financial Group, part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously the paraplanning ...

Zurich Australia appoints investment chief

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... senior economist for the NSW Treasury, Deutsche Asset Management, and as chief investment officer at Shadforth Financial Group." Drennan will now report to Zurich Australia and New Zealand chief executive Justin Delaney, and APAC regional chief investment ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... group has appointed a head in Queensland, reporting to chief executive Terry Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT Financial Group ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
... officer Marty Carne has been in the role on an interim basis. Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. "I take great pride in our accomplishments during the more than three years in which ...
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