Search ResultsShowing 41 - 50 of 51 results for "Shadforth Financial"
Shadforth ramps up client book-buying strategy
MICHAEL HOBBS  |  MONDAY, 17 MAY 2010
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 buys SA planning firm
COMPANY RELEASE  |  FRIDAY, 16 APR 2010
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 ...
Shadforths appoints QLD general manager
COMPANY RELEASE  |  THURSDAY, 4 MAR 2010
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 signs direct shares deal
MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
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 eyes direct shares
MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
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 ...
Helmich appointed Future2 chair
COMPANY RELEASE  |  TUESDAY, 22 SEP 2009
... 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.
Shadforth searches for more practices
COMPANY RELEASE  |  THURSDAY, 2 JUL 2009
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 and Shadforth extend Wrap deal
PRESS RELEASE  |  TUESDAY, 9 JUN 2009
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 ...
Macquarie buys remaining Olicc shares
MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
... 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 ...
Olicc wins Shadforth
MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
... 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 ...
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