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RENATO MOTA
Financial planning
As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC goin...
Financial planning
Insignia believes performance in its advice division will be less strong in the second half of the year as it exits from Godfrey Pembroke....
Financial planning
Insignia Financial has reported an NPAT loss of $49 million in the first half of FY24 driven by strategic transformation costs and remediation payments....
People & Products
With shares down 51 per cent over the last five years and the firm losing its spot as Australia’s largest licensee, Scott Hartley will have a turnaround job ahead of him ...
People & Products
Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota....
Financial planning
Over 200 advisers left Insignia in the three months to 31 December with the largest decline seen in the self-employed division, while its new advice operating model is ex...
Financial planning
While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...
Financial planning
In his final shareholder speech, Renato Mota, reflects on his tenure as Insignia CEO and the long-term competitive advantage of the business despite its sharp share price...
Financial planning
The chief executives of AMP and Insignia have shared their thoughts on how regulatory and technological developments can help a largely underserved “middle Australian” po...
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
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. ...
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
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...
Editorial
Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing inves...
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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....