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INSIGNIA
Financial planning
Former IOOF chief executive Chris Kelaher has joined Sequoia Financial Group in a consultancy capacity, as a corporate activist targets the licensee....
Financial planning
Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...
Financial planning
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such ...
Financial planning
Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence....
Financial planning
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...
Financial planning
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an im...
Financial planning
As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...
Financial planning
A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...
Financial planning
The Finance Sector Union has urged any private equity deal for Insignia Financial should make wellbeing paramount for its 4,000 employees, having spent 2024 negotiating a...
Financial planning
A third private equity player has emerged in the bidding war to acquire Insignia Financial, rivalling Bain Capital and CC Capital....
Financial planning
Sequoia has gained a new shareholder after the Australian Wealth Advisers Group took a substantial stake, stating it sees the advice licensee’s shares trading at a deep d...
Funds management
Morningstar research of seven active Australian asset managers has found they are expected to see client redemptions averaging 3.1 per cent of their FUM per annum through...
Financial planning
Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July. ...
Financial planning
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
Financial planning
Insignia Financial has granted CC Capital access to select company information in the hope of securing an improved offer from the private equity firm....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...