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Showing 1 - 10 of 75 results for "Shadforth Financial"

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... 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. "Renato ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... 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 wealth of experience ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... 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 the firm's ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... 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 advice ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... 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, and refine ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
... 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 referral networks ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... 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 Wealth are ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... 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 families ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... 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 of ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... "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 opportunities ...
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