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Showing 41 - 50 of 118 results for "Shadforth"

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... Partners until it 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 ...

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 ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... advice still too high for most people, has COVID-19 delivered the solution to the sector's problems on a silver platter? Shadforth's Terry Dillion certainly thinks so. Speaking to Financial Standard, Shadforth chief executive Terry Dillon said the crisis ...

IOOF profits fall 39%, advice margins drop

KANIKA SOOD  |  TUESDAY, 18 FEB 2020
... the compression in advice segment's gross margins to repricing of third-party administrator revenue share. IOOF said Shadforth advisers have increased their clients' weighting to IOOF portfolio administration. Remediation estimate was held at $223 million ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... largest number of verified advisers authorised to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.

AMP given the boot by AFL

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... mandate in 1999, 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 ...

Zurich inks exclusive retail distribution deal

KANIKA SOOD  |  TUESDAY, 13 AUG 2019
... Drennan has worked with Celeste's chief investment officer Frank Villante in the course of his previous work at Shadforth Financial and IOOF. Celeste is also replacing Sigma Funds Management on the $60 million Zurich Investments Small Companies Fund ...

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 ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... unique investment approach for every individual client are numbered - if not extinct already." Financial planning group Shadforth advocates factoring investing strategies - but calls it "evidenced-based investing." Shadforth private client adviser Sally ...

IOOF appoints head of advice governance

HARRISON WORLEY  |  FRIDAY, 5 APR 2019
... this month as its 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 ...