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Search ResultsShowing 1 - 10 of 83 results for "Shadforth"
Shadforth executive moves to Akambo
ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans. Rob Petrie has joined Akambo as head of private wealth. Previously, Akambo director and chief operating officer Joe Akiki was ...
IOOF ups costs for self-employed advisers
ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... recent acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will give us the opportunity to run 300 professional-services authorised representatives in the owner-operated ...
FPA board member joins new firm
ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... Partners. The Melbourne based financial services consultancy was founded by Rob Jones and Michael Harrison, both former Shadforth financial advisers. Matheson joins as principal consultant and general manager for the firm's iDELIVER program. Jones said ...
ESG push not going anywhere
ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... said they have dedicated individuals responsible for ESG. EY Asia Pacific wealth and asset management leader Elliott Shadforth said: "If not for the global pandemic, it's possible that 2020 would have been remembered as the year that ESG dominated headlines ...
IOOF fund operations lead departs
JAMIE WILLIAMSON  |  THURSDAY, 22 OCT 2020
... businesses will be led by Millennium3's Helen Blackford and RI Advice's Peter Ornsby, while Bridges' Nathan Stanton and Shadforth's Terry Dillon will remain in the current roles. A spokesperson for IOOF could not confirm whether current Consultum chief ...
IOOF names licensee chiefs, acquires platform
JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... Partners until it is closed, as previously announced by IOOF this week . Terry Dillon will remain as chief executive of Shadforth Financial Group, and Nathan Stanton retains leadership of Bridges. A spokesperson for IOOF could not confirm whether current ...
Advice firm awarded international certification
ELIZABETH MCARTHUR  |  MONDAY, 10 AUG 2020
Shadforth Financial Group has achieved the international fiduciary certification following an assessment by the Centre for Fiduciary Excellence. Shadforth is now one of just seven Australian advice firms to have the certification. "Advice relationships ...
Has COVID-19 solved the advice problem?
HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... advice still too high for most people, has COVID-19 delivered the solution to the sector's problems on a silver platter? Shadforth's Terry Dillion certainly thinks so. Speaking to Financial Standard, Shadforth chief executive Terry Dillon said the crisis ...
IOOF profits fall 39%, advice margins drop
KANIKA SOOD  |  TUESDAY, 18 FEB 2020
... the compression in advice segment's gross margins to repricing of third-party administrator revenue share. IOOF said Shadforth advisers have increased their clients' weighting to IOOF portfolio administration. Remediation estimate was held at $223 million ...
Advice industry compresses
ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... largest number of verified advisers authorised to provide personal advice on MDA services with 172. It's followed by Shadforth with 119, E.L. & C. Baillieu on 56 and Fiducian on 50.
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