INSIGNIA FINANCIAL

Financial planning

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice ...

Features

Four advice industry leaders share tips from their career experiences and what has helped progress to their senior leadership positions....

Financial planning

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Financial planning

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 4 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks ago

The Federal Court has made interim travel restraint orders against two Falcon Capital directors, while also freezing one director’s assets....

4 weeks 1 day ago