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Showing 1 - 10 of 108 results for "Shadforth"

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... positioned to lead in this space through quality financial advice." As previously flagged, Insignia will do this via the Shadforth and Bridges business, which it will build out to ensure it can provide accessible and affordable advice. Insignia Financial ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth, and Picture ...

Insignia Financial hires expert to boost brand exposure

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
... "MLC is the go forward brand for Insignia Financial's products and services other than financial advice provided by Shadforth and Bridges. We will refresh, reposition, and invest significantly promoting the MLC brand." Plans to refresh the MLC brand ...

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 ...
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