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INSIGNIA FINANCIAL
People & Products
Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...
Expert Analysis
With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some ...
Financial planning
Insignia is fast becoming the licensee to feel the biggest brunt of adviser departures, losing 24 this week and over 100 in the past calendar year, which is three times t...
Financial planning
Insignia has announced net profit after tax of $51.2 million for FY23, a rise of 39 per cent from the previous year as it announces a strategic refresh with a 'client wel...
Financial planning
The licensee has lost 92 advisers since the start of the calendar year, according to Wealth Data, including 12 in the past week....
Financial planning
Insignia CEO, Renato Mota, has told Money Management why the firm’s new partnership model will free up the firm’s time to work with super fund members....
Financial planning
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...
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
Wraps, platforms and master trusts FUM declined to $982.5 billion over the year to end of March 2023, although some market leaders like HUB24 and Netwealth experienced do...
Financial planning
Insignia’s class action hearing has closed with a clash over the role media played in the share price drop, the alleged admissions made in an almost decade-old statement...
Financial planning
The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies....
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....
Expert Analysis
A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...
Financial planning
A trial investigating alleged misconduct by the wealth management company is slated to begin on Monday (5 June) and expected to run for up to five weeks. ...
People & Products
The wealth manager has announced the appointment of a new chief risk officer and chief member officer and named a head of superannuation....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...