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Showing 21 - 30 of 118 results for "Shadforth"

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... Services, being 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 ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... supporting clients 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 ...

Zurich Australia appoints investment chief

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... having worked as a 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 ...

Insignia Financial loses more advisers

CASSANDRA BALDINI  |  TUESDAY, 26 JUL 2022
... strong foundation for profitable growth in Advice and provides Insignia Financial with two flagship market positions in Shadforth and Bridges," he said. Its funds under administration also saw a decline; as of June 30 it reported $205.2 billion, a decrease ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... management to about $494 billion. The MLC brands it acquired will retain their name and branding. The brands Bridges, Shadforth, TenFifty, Lonsdale, RI Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede Investment ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... The advice 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 ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... charge of $200 million, subject to final audit, for the full year ended 30 June 2021 relating to goodwill associated with Shadforth, DKN Financial Group and Bridges and reflects the termination of the platform relationship with BT Portfolio Services. ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
... former chief legal 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 ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... IOOF-owned licensees 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 ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... Lumiant as an ambassador, responsible for helping grow the firm in Australia and overseas. He was a founding director of Shadforth and is currently the principal of Global Adviser Alpha. Lumiant chief executive and co-founder Santiago Burridge said the ...