INSIGNIA

Financial planning

New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital....

Features

With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty f...

Financial planning

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

Financial planning

Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....

Features

With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake....

Financial planning

With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equ...

Financial planning

Insignia Financial has received a takeover bid from a second US firm, topping Bain Capital’s offer with a bid of $4.30 per share....

Financial planning

The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital. ...

Funds management

The Australian wealth management firm has named a custodian for its MLC and OnePath businesses following an extensive tender process....

Financial planning

The potential $2.7 billion bid for Insignia from US private equity player Bain Capital could be hard for shareholders to resist and would “open the floodgates” for US fir...

Financial planning

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

Financial planning

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review....

Funds management

As cost-cutting programs drive a rise in wealth management redundancies, a recruitment consultant suggests highly regarded talent are seeing their loyalty tested in an un...

Financial planning

As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC goin...

Financial planning

Insignia Financial has reached a major milestone in completing the separation of MLC Wealth from NAB, having acquired the firm back in 2021. ...

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