INSIGNIA FINANCIAL

Financial planning

Insignia Financial has appointed a former ASIC commissioner and superannuation chief executive as chair of its Trustees business. ...

Financial planning

Insignia Financial has appointed a general manager for brand strategy as it moves to invest heavily in the MLC brand....

Financial planning

The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...

Financial planning

Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....

Features

Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...

People & Products

Iress has appointed Insignia Financial’s former general manager of master trust and insurance products as its newest CEO of superannuation, who will take over from Paul G...

Financial planning

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

Financial planning

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....

Superannuation

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation....

Financial planning

Insignia has announced it has completed the separation of Rhombus Advisory but flagged it needs to increase its remediation provision by an estimated $135 million relatin...

Financial planning

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

Financial planning

Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...

Financial planning

Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...

Financial planning

Three of Australia’s largest licensees saw growth in their financial advice numbers over the past week, despite an overall double-digit decline across the wider industry....

Financial planning

Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...

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