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IOOF
Financial planning
Having divested its financial advice business to Fortnum Private Wealth, Australian Unity has shared further details on how it is transforming the wealth arm of the busin...
Financial planning
Hot on the heels of its AMP advice acquisition last year, Entireti has acquired licensee solution provider IOOF Alliances from Insignia, enhancing its offering for self-l...
Financial planning
A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advi...
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
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
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
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
The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...
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
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....
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
The wealth management firm has seen downturns in advice, platforms and asset management, which chief executive, Renato Mota, has attributed to the group's ongoing simplif...
People & Products
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Financial planning
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...
Financial planning
Insignia Financial chief executive, Renato Mota, believes the future of financial advice has never been brighter as the firm commits to investment in growth for the indus...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...