Insignia looks to AI for advice efficiency to meet 2030 targets
Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its...
Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its...
Insignia Financial has returned to profit in FY25, after a $185 million loss in the previous year, while its advice...
With licensee switching on the rise, particularly for newer advisers, compliance expert Sean Graham has shared red flags to watch...
Beyond their investment benefits, over a third of advisers say utilising managed accounts solutions has allowed them to take on...
Family office Lederer Group has progressed its takeover bid for the Elanor Commercial Property Fund, lodging a bidder’s statement with...
Magellan Financial Group is keen to enact further strategic expansions with income from strategic partnerships tripling to $31.1 million from...
Insignia Financial’s wrap platform has appointed Heidi Press, former HUB24 head of product management, to spearhead the design and delivery...
Altus Financial, based on NSW's Central Coast, has announced a merger with advisory firm Fortunity to strengthen its presence in...
As larger Australian Financial Services licensees continue to expand their reach in an increasingly expensive industry to operate, how do...
HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
