Shadforth

Financial planning

Will advisers shun Insignia’s salaried advice model?

The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...

Financial planning

Merchant director’s 35-year history in Australian advice

With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...

Financial planning

Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...

Financial planning

How to successfully change careers into financial advice

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

Financial planning

Insignia develops partnership ownership model for advisers

Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...

Financial planning

Insignia adviser numbers thin amid model revamp

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licens...

Financial planning

Shadforth receives international fiduciary certification

Shadforth Financial Group has been awarded the international fiduciary certification by the Centre for Fiduciary Excellence. ...

Financial planning

How IOOF leveraged its ‘self-employed advice model’

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

Financial planning

Changed landscape as banks exit wealth

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...