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Showing 11 - 20 of 23 results for "Bridgeport"

Netwealth unveils key changes to advice business

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
... development and business development of advisers across the group's advice businesses, which are Pathway, FPSA and Bridgeport. Two new business development managers located in Sydney and Melbourne will be supporting Boston in his new role. The two will ...

In with the old, out with the new

BENJAMIN ONG  |  THURSDAY, 29 MAY 2014
... focusing on the GDP number tomorrow," John Traynor, chief investment officer of People's United Bank Wealth Management in Bridgeport, Connecticut, said in a phone interview. His firm oversees $5.2 billion. "There are two camps of investors. They seem ...

netwealth Advice names head of operations

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
... netwealth Advice Group and its three business lines, Pathway Licensee Services, Financial Planning Services Australia and Bridgeport Financial Planning. Head of netwealth Advice Group Simon Micallef said: "The appointment of Roz has fulfilled our commitment ...

Netwealth Advice set for growth after business restructure

LAURA MILLAN  |  FRIDAY, 13 SEP 2013
... The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia (FPSA), Bridgeport and Pathway, which services 1,000 advisers. Micallef said that the group is looking to grow by 5 practices during the next ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... launched March this year and is made up on Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services. Micallef who is also the managing director of FPSA indicated that there were plans to "double to size ...

FPSA makes senior appointment

JAMES FERNYHOUGH  |  FRIDAY, 17 MAY 2013
... In March this year FPSA came under the umbrella of netwealth Advice Group, alongside Pathway Licensee Services and Bridgeport Financial Services. While the three companies retain their individual brands, they are part of a single management structure. ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... new national advice group brings together Pathway Licensee Services, Financial Planning Services Australia (FPSA) and Bridgeport Financial Services - three business netwealth has acquired over the last five years. While each firm will retain its own ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
Platform and financial services provider, netwealth, has bought national dealer group, Bridgeport Financial Services - marking the company's foray into owning planning practices directly. Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra ...

HLB Mann Judd national strategy remains unchanged

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
... Judd in most Australian States, following the sale of the HLB Mann Judd financial planning business in Victoria to Bridgeport last week. HLB Mann Judd National Association chairman, John Biddle, was keen to point out that HLB Mann Judd's national strategy ...

Bridgeport extends reach with HLB Mann Judd purchase

CHRIS NICHOLLS  |  FRIDAY, 22 JUN 2007
Bridgeport Financial Services has purchased HLB Mann Judd Financial Services in a move that greatly expands the Sydney company's reach across Australia and signals an even larger expansion strategy is in the works. The purchase means Bridgeport now ...