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Showing 81 - 90 of 93 results for "Shadforth"

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
... Argyle 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.

Advisers choose definitions over technology

MICHAEL HOBBS  |  FRIDAY, 14 AUG 2009
Automatic underwriting, online transactions and website calculators are needed when it comes to risk insurance, but financial advisers won't use a provider if the contracts don't pay out when clients need it most. While the risk insurance industry is ...

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
... innovation 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 ...

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 ...

Frontier hires analyst

MICHAEL HOBBS  |  WEDNESDAY, 3 DEC 2008
Frontier Investment Consulting hired hedge fund researcher, Ching Lee as an analyst. Lee previously worked at Shadforth Financial Group/Haintz Financial Services as an analyst and prior that appointment as a research assistant at Monash University analysing ...

Best Advice close to federation

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Project East West or the Best Advice Project has closed its books and gearing up to federate in April. The Best Advice group began 10 years ago as an informal group of advisory practices sharing ideas on how to best expand their business and serve clients. ...