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INSIGNIA FINANCIAL
Financial planning
WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...
Financial planning
The diversified financial services group has entered a $2 million purchase agreement to acquire 100 per cent of a financial advice network owned by Insignia Financial....
People & Products
Gai McGrath, chair of BT Funds Management, has been appointed non-executive director at Insignia Financial and is expected to commence in the first quarter of 2024....
Financial planning
Following the announcement of a proposed Advice Services Co at the beginning of the quarter, Insignia Financial has provided further details about this new model for its ...
Financial planning
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...
People & Products
Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...
Expert Analysis
With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...
Financial planning
Insignia is fast becoming the licensee to feel the biggest brunt of adviser departures, losing 24 this week and over 100 in the past calendar year, which is three times t...
Financial planning
Insignia has announced net profit after tax of $51.2 million for FY23, a rise of 39 per cent from the previous year as it announces a strategic refresh with a 'client wel...
Financial planning
The licensee has lost 92 advisers since the start of the calendar year, according to Wealth Data, including 12 in the past week....
Financial planning
Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....
Financial planning
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...
People & Products
Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...
Financial planning
Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...
Financial planning
Insignia’s class action hearing has closed with a clash over the role media played in the share price drop, the alleged admissions made in an almost decade-old statement...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....