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Showing 11 - 20 of 62 results for "Shadforth Financial Group"

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... ended the period with the following figures: RI Advice (264), Millennium3 (242), Lonsdale (119) and Shadforth Financial Group (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after it finalised its acquisition of MLC Wealth ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into three categories. Shadforth Financial Group, Bridges Financial Services and MLC Advice service high-net-worth clients. The self-employed segment comprises RI Advice, Millennium3 ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... unparalleled period of change in the financial services industry." Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. Centrepoint Alliance reported December half gross revenue of $70.6 million (up ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... is closed, as previously announced by IOOF this week. Terry Dillon will remain as chief executive of Shadforth Financial Group, and Nathan Stanton retains leadership of Bridges. A spokesperson for IOOF could not confirm whether current Consultum chief ...

Advice firm awarded international certification

ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ...

AMP given the boot by AFL

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... providing superannuation for both players and other employees. It provided financial advice through Shadforth Financial Group. The AFL fund had $145 million in assets at June end, according to APRA statistics. Hostplus's MySuper option has better ...

Shadforth signs new tech partner

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
Shadforth Financial Group has signed a new partner to provide third-party clearing and settlement services. FinClear will now deliver trading, clearing and settlement services to Shadforth, along with its TradeCentre front-end technology. FinClear chief ...

IOOF appoints head of advice governance

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... new head of advice governance, replacing Adrian Kwa who is set to become national head of advice at Shadforth Financial Group. An IOOF spokesperson today confirmed Kwa would remain in charge of advice governance at the wealth manager until the end of ...

Association names new chief and president

KARREN VERGARA  |  FRIDAY, 29 MAR 2019
... Corporate Super Specialist Alliance (CSSA) in July 2015. Harvie is the national financial wellbeing manager Shadforth Financial Group and replaces Terry Rhodes. Rhodes has been the managing director of AFM Advisers since 2012. "The WSSA represents its ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.