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|Showing 81 - 90 of 93 results for "Shadforth"|
|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 ...|
|... 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.|
|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 ...|
|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 ...|
|... 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 ...|
|... 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 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 ...|
|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. ...|
Christian Super is reducing insurance premiums for most of its members, saying the offering now better aligns with what is available at other super funds.
The head of investment stewardship at VFMC has departed, with an interim replacement appointed.
KPMG Australia and The Table Club have produced a new report revealing how much growth family offices expect from investments and what they want from investment managers.
A former Westpac executive has joined BlackRock to lead its wealth division for Asia Pacific.
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