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Showing 1 - 10 of 94 results for "Shadforth"

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... management to about $494 billion. The MLC brands it acquired will retain their name and branding. The brands Bridges, Shadforth, TenFifty, Lonsdale, RI Advice, Millennium3, Consultum, Godfrey Pembroke, Australian Executor Trustees, Intermede Investment ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... The advice group has appointed a head in Queensland, reporting to chief executive Terry Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT Financial ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... charge of $200 million, subject to final audit, for the full year ended 30 June 2021 relating to goodwill associated with Shadforth, DKN Financial Group and Bridges and reflects the termination of the platform relationship with BT Portfolio Services. ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
... former chief legal officer Marty Carne has been in the role on an interim basis. Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. "I take great pride in our accomplishments during the more than three ...

More advisers exit in June

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... IOOF-owned licensees ended the period with the following 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 ...

Lumiant raises capital, adds to board

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... Lumiant as an ambassador, responsible for helping grow the firm in Australia and overseas. He was a founding director of Shadforth and is currently the principal of Global Adviser Alpha. Lumiant chief executive and co-founder Santiago Burridge said the ...

Interprac grows advice network

KARREN VERGARA  |  THURSDAY, 10 JUN 2021
... will acquire Hobart-based FF Planning Solutions and Melbourne-based SFG Financial Services (not to be confused with Shadforth) by the end of this financial year. It will pay a total consideration of $500,000 that comprises $150,000 of cash paid upfront. ...

Adviser numbers fall below 20k

KARREN VERGARA  |  THURSDAY, 3 JUN 2021
... Apogee Financial Planning) and Godfrey 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 ...

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... through an unparalleled period of change in the financial services industry." Benbow was previously chief executive of Shadforth Financial Group, and a general manager at Perpetual. Centrepoint Alliance reported December half gross revenue of $70.6 million ...

IOOF to spend big on BOLR

KANIKA SOOD  |  THURSDAY, 25 FEB 2021
... Its advice gross margin was impacted by end of the BT arrangement, $3 million lower adviser service fee revenue from Shadforth, and $9.9 million underlying losses from ex-ANZ advice licensees. It saved $4 million from cancellation of physical adviser ...
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