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Showing 1 - 10 of 60 results for "Bridges Financial Services"

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... 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 by the government's ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... 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 Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... to focus its efforts on growing its Professional Services businesses, Shadforth Financial Group and Bridges Financial Services, it said. This will be further enabled by the return of Godfrey Pembroke to its advisers, with Insignia retaining a minority ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... complaints are deemed to be resolved. Commonwealth Financial Planning (53), Charter Financial Planning (43), Bridges Financial Services (18), Financial Wisdom (16), Securitor Financial Group (15), Interprac Financial Planning (11), also received a high ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... Mota told Financial Standard that the reduction in revenue in part revolves around overhauling the Bridges Financial Services model. Net revenue earned by the advice business was down 10% year on year to $103.7 million. This was partly because of consolidating ...

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 ...
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