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Showing 1 - 10 of 54 results for "Bridges Financial Services"

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... 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 advice business for ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... 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 2021. Interprac ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... 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, Lonsdale and ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... Bayside) and Henderson Matusch Group brings the network to a total of 79. Blue Harbour, which was part of Bridges Financial Services, rebranded in late April when it became an authorised representative of Fortnum Advice. Fortnum has some 230 advisers ...

IOOF licensees to take remedial action

JAMIE WILLIAMSON  |  MONDAY, 26 APR 2021
IOOF will take remedial action to address deficiencies identified by ASIC within Bridges Financial Services and RI Advice Group. During surveillance in December 2020, ASIC found 15% of client files from Bridges and 17% of files from RI Advice contained ...

Dealer group GM exits

JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
... licensees has been made redundant. Jason Kriss was general manager of alliances and distribution at Bridges Financial Services, a role he held for some time. A spokesperson for IOOF confirmed Kriss' departure last week, while also confirming the role ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services. At its half year results yesterday, IOOF reported an expected BOLR spend of $15 million to $20 million for departing ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... included 12 years at AMP, two years at Australian Unity and six years as head of practice development and Bridges Financial Services. "I have chosen to seek out new challenges and career pathway, so I bid Lonsdale a fond farewell," Stephen said on LinkedIn. ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... Karas had been with the AFA for almost two years, joining the association after a 20-year career with Bridges Financial Services. Garrard was previously learning and development manager at Aon Hewitt, where she spent more than eight years. Prior to that ...

Bridges acquires bank advice business

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
Bridges Financial Services will take over the financial planning business of a 140-year-year old bank. Following a comprehensive review, IMB Bank has announced it will sell its financial planning business to Bridges, effective May 1. The sale sees Bridges ...
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