Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 177 results for "Bridges"

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... able to increase their equity stake in the business. This year, AZ NGA acquired Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group, and took a stake in Cranage Financial Group.

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... June end. IOOF also owns o ther advice groups including RI Advice (264 advisers), Millennium3 (242), Lonsdale (119) and Bridges Financial Services (193). IOOF reported $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... 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.

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... transactions including the recent acquisitions of Queensland-based businesses, Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch.

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 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 in early June ...

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 ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which was part of Bridges ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... Aruna Wickremesinghe said AIA Australia currently insures millions of Australians and the partnership with Your Wills bridges the gap between insurance, superannuation, Wills and Estate Planning for a comprehensive asset protection approach. Wickremesinghe ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Planning, Glenbuckie, Aim Financial Advice and Strategic Wealth Management were previously operating under IOOF's Bridges and Executive Wealth Management Financial Services. Sydney-based Strategic Wealth Management principal Nicholas Moustacas said ...

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...