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Showing 1 - 10 of 105 results for "Shadforth"

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... Sovereign Wealth Partners for nine years. Insight Private Wealth principal Sam Stillone is now the head of growth. Former Shadforth Financial Group co-founder and director Jim Kilkenny now serves as chair. More than 1000 clients who include high-net-worth ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... to the new role of business development specialist. He joins from Marsh McLennan and has previously held roles with Shadforth Financial Group and MLC in addition to five years in advice practices. Finally, Nathan Caccamo has been appointed to the position ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... $700,000 loss. Revenues increased by 3.8% to $107.6 million on the back of higher ongoing client fees from repricing at Shadforth and Bridges. Meanwhile, expenses fell by about 19% because of optimisation benefits. As predicted, adviser numbers dropped ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... he said. "Our advice strategy will enable us 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 ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... Insignia chief executive Renato Mota flagged that the firm remains committed to the Professional Services businesses, Shadforth Financial Group and Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... stages of life." The division brings together the client experience teams of its employed adviser channels, Bridges and Shadforth Financial Group. It will be led by a chief client officer, a newly created role that is yet to be filled. Speaking to Financial ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... larger pie." Establishing ASC will allow Insignia 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 ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... Services, being self-employed and self-licensed advisers. It explained the Professional Services channel accounts for Shadforth Financial Group and Bridges, employing a B2C model and providing advice on a fee-for-service basis. Meanwhile, Advice Services ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... supporting clients and dedicating time to other value-added work. "Through our collaboration with Automation Anywhere, Shadforth Financial Group, part of Insignia Financial's advice network, has also benefited from digital workers, he explained. "Previously ...

Zurich Australia appoints investment chief

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... having worked as a senior economist for the NSW Treasury, Deutsche Asset Management, and as chief investment officer at Shadforth Financial Group." Drennan will now report to Zurich Australia and New Zealand chief executive Justin Delaney, and APAC regional ...
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