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Showing 21 - 30 of 92 results for %22Bridges Financial Services%22

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. At its half year results yesterday, IOOF reported an expected BOLR spend of $15 million to $20 million for departing ...

IOOF ups costs for self-employed advisers

ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will give us the opportunity to run 300 professional-services authorised representatives in the owner-operated ...

LGBTI+ leaders list 2020 revealed

ELIZABETH MCARTHUR  |  FRIDAY, 27 NOV 2020
... is a non-negotiable object of pride!" Pattison said. "Early on, I was advised to always keep doors open and never burn bridges. Consequently, the decision to transition was extremely difficult as I could envision that it would, likely, close doors and ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... included 12 years at AMP, two years at Australian Unity and six years as head of practice development and Bridges Financial Services. "I have chosen to seek out new challenges and career pathway, so I bid Lonsdale a fond farewell," Stephen said on LinkedIn. ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... 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 executive Joe Botte, FSP head Geoff Kellett or ...

IOOF posts profit, restructures business

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... while also announcing a range of changes to its advice businesses as part of its advice transformation. IOOF announced its Bridges business will be transformed into a fully salaried network, while it will also close its Financial Services Partners (FSP) ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... Karas had been with the AFA for almost two years, joining the association after a 20-year career with Bridges Financial Services. Garrard was previously learning and development manager at Aon Hewitt, where she spent more than eight years. Prior to that ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank. Following a comprehensive review, IMB Bank has announced it will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges ...

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... five advisers to 36. At the other end of the spectrum, Bendigo Financial Planning shut down during the period. IOOF-owned Bridges acquired the Bendigo Bank advice business in April as part of a $3 million transaction that was estimated to move approximately ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... Alliance as group executive, advice services and solutions is Kate Anderson, formerly head of business support at IOOF's Bridges. Anderson will lead the firm's end-to-end advice and business services offering provided to licensed and self-licensed ...