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Showing 1 - 10 of 23 results for "Bridgeport"

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... Netwealth first announced its intention to sell the business in September 2017, flagging the sale of advice subsidiary Bridgeport at the same time. Bridgeport was later acquired by Australian Unity in March. This marks the second acquisition by IRESS ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... managed account funds under management. Earlier this month, it also announced the sale of its dealer group subsidiary Bridgeport Financial Services to Australian Unity, while Investment Trends recently named it the top platform for functionality as rated ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
Australian Unity will acquire a Netwealth financial advice firm with $550 million in funds under advice. Bridgeport Financial Services has nine advisers and was established in 1999. Australian Unity chief executive officer of wealth and capital markets ...

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
... its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee Services are well progressed though not yet finalised. Netwealth said the move follows ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... consultant overseeing teams across New South Wales, Victoria and Tasmania. He previously held general manager positions at Bridgeport Financial Services and ClearView. Cogle will be joined by Jason McArthur, who previously was a business consultant and ...

UBS names key Aussie hire

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... investment industry experience, having worked in various roles with BlackRock, Merrill Lynch Investment Managers and Bridgeport - Advisers and Asset Managers. UBS chief executive Bryce Doherty welcomed Williams, noting: "Ben is a highly experienced ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... resources, with more than 200 staff working under the brand, including at its National Advice Group businesses, Pathway and Bridgeport Financial Services. Matt Heine, netwealth's joint managing director and one half of the father-son duo, expanded on ...

Netwealth appoints general manager for adviser channel

LAURA MILLAN  |  FRIDAY, 6 FEB 2015
Netwealth Advice Group has appointed a general manager for its employed adviser business, Bridgeport Financial Planning. Cameron Cogle joins netwealth from ClearView, where he was general manager. "Cameron's experience in leading salaried financial ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs said that the appointment "is an important step in ensuring there is ...

netwealth dealer group expands to Canberra

LAURA MILLAN  |  WEDNESDAY, 5 NOV 2014
Netwealth-owned financial planning business Bridgeport Financial Services has acquired a financial planning practice in Canberra and has expanded its presence across four states. Empire Financial Planning has funds under advice of approximately $100 ...
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