insignia financial

Financial planning

Why this licensee CEO won’t discount the role of finfluencers

Although finfluencers tend to “swim outside the safety flags”, Insignia chief executive Renato Mota believes they signal an unmet demand from a younger generation seekin...

Financial planning

Insignia adviser numbers thin amid model revamp

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licens...

Financial planning

Will experience pathway help stem adviser exits?

The extension of the experience pathway by two extra years means another 424 advisers lacking degrees could be eligible as the industry sees double-digit departures this ...

Financial planning

Insignia partners with data fintech

Insignia Financial has announced a partnership with fintech Personetics to turn data into insights and help consumers understand their financial situation....

Financial planning

Insignia Financial shakes up asset management model

Insignia Financial has combined the management of diversified multi-asset strategies and separated out all directly-managed single asset class strategies while MLC chief ...

Financial planning

Insignia forecasts stabilisation in adviser exits

The number of advisers at Insignia Financial has fallen by 83 but the firm expects departures to stabilise by 1 July, 2022....

Financial planning

Insignia loses self-employed advisers due to fee change

The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...