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Showing 1 - 10 of 100+ results for "Bridges"

Marketech partners with Chi-X Australia

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... clients access to a range of new investment products. "Our mission is to deliver a full service non-conflicted platform that bridges the gap between platforms used by professional investors and those currently offered to most retail investors," Clark ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... funds under management to about $494 billion. The MLC brands it acquired will retain their name and branding. The brands Bridges, Shadforth, TenFifty, Lonsdale, RI Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede ...

AZ NGA acquires regional advice firm

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... able to increase their equity stake in the business. This year, AZ NGA acquired Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group, and took a stake in Cranage Financial Group.

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... June end. IOOF also owns o ther advice groups including RI Advice (264 advisers), Millennium3 (242), Lonsdale (119) and Bridges Financial Services (193). IOOF reported $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... final audit, for the full year ended 30 June 2021 relating to goodwill associated with Shadforth, DKN Financial Group and Bridges and reflects the termination of the platform relationship with BT Portfolio Services.

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... transactions including the recent acquisitions of Queensland-based businesses, Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch.

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... with the following figures: RI Advice (264), Millennium3 (242), Lonsdale (119) and Shadforth Financial Group (137) and Bridges Financial Services (193). This makes IOOF the largest licensee after it finalised its acquisition of MLC Wealth in early June ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into three categories. Shadforth Financial Group, Bridges Financial Services and MLC Advice service high-net-worth clients. The self-employed segment comprises RI Advice, Millennium3 ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Advisory (AZ NGA) has acquired two Queensland-based financial planning firms. Blue Harbour Financial Partners (formerly Bridges Brisbane Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which was part of Bridges ...

AIA Australia partners with Your Wills

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... Aruna Wickremesinghe said AIA Australia currently insures millions of Australians and the partnership with Your Wills bridges the gap between insurance, superannuation, Wills and Estate Planning for a comprehensive asset protection approach. Wickremesinghe ...
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