INSIGNIA FINANCIAL

Financial planning

Whilst micro-AFSLs’ numbers continue to grow, larger licensees including AMP and Insignia Financial are struggling to hold down their advisers....

Financial planning

The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful str...

Financial planning

The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years. ...

Financial planning

Although finfluencers tend to “swim outside the safety flags”, Insignia chief executive Renato Mota believes they signal an unmet demand from a younger generation seekin...

Financial planning

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

The extension of the experience pathway by two extra years means another 424 advisers lacking degrees could be eligible as the industry sees double-digit departures this ...

Financial planning

Insignia Financial has announced a partnership with fintech Personetics to turn data into insights and help consumers understand their financial situation....

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Financial planning

Insignia Financial has combined the management of diversified multi-asset strategies and separated out all directly-managed single asset class strategies while MLC chief ...

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Financial planning

The number of advisers at Insignia Financial has fallen by 83 but the firm expects departures to stabilise by 1 July, 2022....

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Financial planning

The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...

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Financial planning

IOOF will rebrand as Insignia Financial later this year as a “clean slate” after acquiring MLC Wealth....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 weeks 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

2 weeks 1 day ago

A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

2 weeks 4 days ago