Search Results | Showing 1 - 10 of 23 results for "Bridgeport" |
| | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 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 ... |
| | | ... 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-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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