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Showing 1 - 10 of 166 results for "Bridges"

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... lead in this space through quality financial advice." As previously flagged, Insignia will do this via the Shadforth and Bridges business, which it will build out to ensure it can provide accessible and affordable advice. Insignia Financial will also ...

Insignia Financial hires expert to boost brand exposure

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
... go forward brand for Insignia Financial's products and services other than financial advice provided by Shadforth and Bridges. We will refresh, reposition, and invest significantly promoting the MLC brand." Plans to refresh the MLC brand were flagged ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... the horizon. As for the advice business, revenues increased 0.5% because of new client growth and improved retention in Bridges. It also came as the group focused more on higher value clients. However, the growth was offset in part by divestments and ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services lost the highest number of advisers. Superannuation fund-linked advisers is the smallest institutional segment ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... Revenues increased by 3.8% to $107.6 million on the back of higher ongoing client fees from repricing at Shadforth and Bridges. Meanwhile, expenses fell by about 19% because of optimisation benefits. As predicted, adviser numbers dropped to 1199 due ...

Insignia Financial class action dismissed by court

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2024
... compliance during the Relevant Period." The judge said it was not adequately demonstrated that issues cited, including certain Bridges financial adviser bans, had any impact on the company's share price. It was also pointed out by the judge that ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... strategy will enable us to focus on the growth of our professional services advice businesses, Shadforth Financial Group and Bridges Financial Services, expanding the scope of advice through superannuation, and to leverage future opportunities presented ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... latest step in Bendigo and Adelaide Bank's exit from the wealth industry, having sold its financial advice business to Bridges Financial Services in 2019.

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... through all stages of life." The division brings together the client experience teams of its employed adviser channels, Bridges and Shadforth Financial Group. It will be led by a chief client officer, a newly created role that is yet to be filled. Speaking ...
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