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Showing 11 - 20 of 121 results for "Shadforth"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... needs of that member might be more complex, we then have the capability to be able to offer them through to either a Shadforth adviser or Bridges adviser, depending on the needs of that client," Insignia chief customer officer Renee Howie told the event. ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... increased 7% to $323 billion. The biggest improvements were seen in the Advice unit, which now just includes Bridges and Shadforth. It saw earnings increase by 55.3% to $46.6 million while underlying profits were up 73% to $27 million. Much of this was ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... ownership. Rainmaker Information's assessment of the ASIC Financial Advisers Register shows that under licensees Shadforth, Bridges and Actuate, Insignia currently has 211 active financial advisers left. Marshall said Entireti stood out as the right ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... positioned to lead in this space through quality financial advice." As previously flagged, Insignia will do this via the Shadforth and Bridges business, which it will build out to ensure it can provide accessible and affordable advice. Insignia Financial ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth, and Picture ...

Insignia Financial hires expert to boost brand exposure

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
... "MLC is the go forward brand for Insignia Financial's products and services other than financial advice provided by Shadforth and Bridges. We will refresh, reposition, and invest significantly promoting the MLC brand." Plans to refresh the MLC brand ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... Sovereign Wealth Partners for nine years. Insight Private Wealth principal Sam Stillone is now the head of growth. Former Shadforth Financial Group co-founder and director Jim Kilkenny now serves as chair. More than 1000 clients who include high-net-worth ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... to the new role 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 ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... $700,000 loss. Revenues increased by 3.8% to $107.6 million on the back of higher ongoing client fees from repricing at Shadforth and Bridges. Meanwhile, expenses fell by about 19% because of optimisation benefits. As predicted, adviser numbers dropped ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... he said. "Our 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 ...