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Showing 1 - 10 of 97 results for "Pembroke"

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... on-track for profitability and separation this time next year, it said. Meanwhile, a deal to sell its stake in Godfrey Pembroke was officially signed this month, with a view to being finalised next month. Underlying NPAT for the advice business grew ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... consolidating all self-employed licensees into one brand to be owned by the advisers via a new equity model, while Godrey Pembroke was to be completely divested and a buyer sought for Millennium3. In August, further consolidation was flagged when it ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. It retained a small stake in Godfrey Pembroke and wants to offload Millennium3. One month later, Mota announced that the client experience teams of its employed adviser ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... advice networks. Madison signed a non-binding Heads of Agreement with PDG, an advisory representative board for Godfrey Pembroke advisers. Under the agreement, they will launch a new entity called Service Co, which will provide licensee services to the ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia Financial outlined a raft of changes that it says will enable it to "competitively ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... NAB's former subsidiaries have not. According to ASIC's latest compensation tally, Apogee Financial Planning, Godfrey Pembroke, GWM Adviser Services, and Meritum Financial Group, which are now part of IOOF, expect to remediate affected customers ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... their name and branding. The brands Bridges, Shadforth, TenFifty, Lonsdale, RI Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede Investment Partners, Fairview Equity Partners, Presima Inc, Orchard Street Investment ...

Platinum LICs combine boards

KANIKA SOOD  |  WEDNESDAY, 8 SEP 2021
... fellow of the Actuaries of Australia. Brett Clegg has 35 years of experience and is the founding managing director at Pembroke Financial Planners. PAI and PMC's common board will now include Towers, Morath, Clegg and Ian Hunter (all non-executive ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... brands like TenFifty (previously Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke, which were part of MLC. Other IOOF-owned licensees ended the period with the following figures: RI Advice (264), Millennium3 ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... TenFifty (previously consisted of Meritum Financial Group, GWM Adviser Services and Apogee Financial Planning) and Godfrey Pembroke - remain as is. IOOF splits its advice stable into three categories. Shadforth Financial Group, Bridges Financial Services ...
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