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Showing 1 - 10 of 118 results for "Shadforth"

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

... (AUM). He also served as a non-executive director at the Financial Services Council (FSC) alongside director roles across Shadforth Financial Group and Bridges Financial Services. Commenting, InvestStream founder Jason Hoang welcomed the industry stalwart. ...

Channel Capital appoints distribution director

STAFF WRITER | THURSDAY, 14 MAY 2026

... alternative strategies. He was also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset, including a ...

Super outflows persist but profits up at Insignia Financial

RIDDHIMA TALWANI | THURSDAY, 19 FEB 2026

... million to $16 million which has greatly improved our NPAT result." Profits in the advice business, including Bridges and Shadforth, came in at $12.2 million with net revenue rising to $85.8 million. Insignia Financial said the increase in revenue was ...

DASH hires Morningstar wealth exec

ELIZABETH FRY | THURSDAY, 22 JAN 2026

... head of business development for Australia and head of institutional investment sales and services. Before that, he led Shadforth Financial Group for over four years. Murray will lead the integration of DASH's platform and software teams, bringing ...

Insignia Financial posts strong quarter

MATTHEW WAI | THURSDAY, 23 OCT 2025

... that the acquisition of PMD Financial Advisers has expanded the capacity of its advice business. "Our advice business, Shadforth Financial Group, continued to scale its national footprint with the acquisition of PMD Financial Advisers, a boutique financial ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI | THURSDAY, 16 OCT 2025

... entry a month." "The AI functionality used to upload CSA was piloted over recent months by several licensees, including Shadforth Financial Group, Bridges Financial Services, and Rhombus Advisory. We worked closely with these practices to test, learn ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI | TUESDAY, 14 OCT 2025

... Mesch has more than two decades of experience leading advice teams and driving growth, including senior roles as head of Shadforth Financial Group WA and state manager at Perpetual Private. He is recognised for building high-performing teams, nurturing ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA | FRIDAY, 26 SEP 2025

... needs of that member might be more complex, we then have the capability to be able to offer them through to either a Shadforth adviser or Bridges adviser, depending on the needs of that client," Insignia chief customer officer Renee Howie told the event. ...

Insignia Financial back in the black

JAMIE WILLIAMSON | THURSDAY, 21 AUG 2025

... increased 7% to $323 billion. The biggest improvements were seen in the Advice unit, which now just includes Bridges and Shadforth. It saw earnings increase by 55.3% to $46.6 million while underlying profits were up 73% to $27 million. Much of this was ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA | TUESDAY, 12 AUG 2025

... ownership. Rainmaker Information's assessment of the ASIC Financial Advisers Register shows that under licensees Shadforth, Bridges and Actuate, Insignia currently has 211 active financial advisers left. Marshall said Entireti stood out as the right ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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