insignia

Financial planning

Looking at annual turnover statistics, Insignia has the highest annual adviser turnover rate of the big five licensees while Morgans has easily the lowest rate of turnove...

People & Products

BT appoints head of product management from Insignia

BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....

Features

InFocus: Synchron acquisition brings benefit of scale to WT Financial

Following the acquisition of Synchron, WT Financial Group has said it is set to become Australia’s third-largest adviser group by adviser numbers, writes Oksana Patron....

Financial planning

Fantastic time to consider a career in advice: Insignia CEO

Insignia Financial chief executive, Renato Mota, believes the future of financial advice has never been brighter as the firm commits to investment in growth for the indus...

Financial planning

Adviser numbers fall back again

After two more optimistic weeks, the total number of advisers fell again this week to 17,282, according to Wealth Data....

Financial planning

Insignia underlying profit soars 79%

Insignia Financial has delivered a strong half-year profit with underlying net profit after tax jumping to $117.9 million, up 79% on the previous corresponding period, fo...

Financial planning

Insignia praised for tying ESG to remuneration

The firm, formerly known as IOOF, has been praised by KPMG as a “rare” company that is tying environmental metrics to long-term incentive plans....

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. ...

Financial planning

IOOF loses 65 advisers in Q1

A “continued focus on practice sustainability and professional standards” led to IOOF reporting a loss of 65 financial advisers during the first quarter of FY22....