INSIGNIA FINANCIAL

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....

Financial planning

Whilst micro-AFSLs’ numbers continue to grow, larger licensees including AMP and Insignia Financial are struggling to hold down their advisers....

Financial planning

The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful str...

Financial planning

The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years. ...

Financial planning

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

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 23 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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