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INSIGNIA FINANCIAL
Financial planning
The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies....
Financial planning
The first week of the Insignia Financial class action case has seen allegations of misconduct, insider trading, front running and failure to manage conflicts of interest....
Expert Analysis
A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...
Financial planning
A trial investigating alleged misconduct by the wealth management company is slated to begin on Monday (5 June) and expected to run for up to five weeks. ...
People & Products
The wealth manager has announced the appointment of a new chief risk officer and chief member officer and named a head of superannuation....
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....
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 ...
Financial planning
The number of advisers at Insignia Financial has fallen by 83 but the firm expects departures to stabilise by 1 July, 2022....
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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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....