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|Search Results||Showing 41 - 50 of 51 results for "Shadforth Financial"|
|Shadforth Financial Group has created a team to focus solely on buying other financial planning practice books ahead of the expected regulatory changes that could result in a number of planners leaving the industry. Tony Fenning, head of Shadforth Financial ...|
|Shadforth Financial Group has bought South Australian-based financial planning practice, Walmsley Halligan & Co and its parent company, 'Walmsley Halligan'. The Walmsley Halligan move follows the merger and integration of 12 privately-owned fee-based ...|
|Shadforth Financial Group has hired a general manager and a senior private client adviser, both Queensland-based, as the planning group continues to search for other firms and advisers to join its ranks. Former head of advice at Tynan Mackenzie, John ...|
|Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice ...|
|Shadforth Financial Group is looking to appoint an external firm to provide direct shares capabilities to its financial advisers and is also reviewing its broking business in a bid to provide different levels of advice to a wider range of clients. The ...|
|... Lawyers (NSW), Ray Griffin, director at Capricorn Investment Partners, David Haintz, private client adviser at Shadforth Financial Group and Michael Neary, head of financial services industry at Telstra Enterprise & Government.|
|The Shadforth Financial Group is looking to attract other practices to the fold after 13 financial planning firms started to operate under the brand yesterday. The 'Best Advice' project or 'Project East-West' as it is also known as, combined 13 financial ...|
|BT Financial Group has extended the firm's platform arrangement with Shadforth Financial Group for another three years, ahead of 12 separate financial planning firms joining the group in July. This announcement comes after a five-year arrangement with ...|
|... across the technology space," said Darelle Jenkins, Coin managing director. Life insurance firm Asteron, Shadforth Financial group and Professional Investment Services have all adopted Olicc Technologies software since Macquarie Group bought into the ...|
|... Technologies, which is part-owned by Coin Financial Planning Software, has scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence ...|
A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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