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INSIGNIA
Financial planning
Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice ...
Financial planning
The migration of the MLC platform to Expand caused disruption in platform flows for Insignia in FY24 as advisers “lost patience” with delays, while the firm flagged its r...
Financial planning
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
Financial planning
The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels....
Superannuation
As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation....
Financial planning
Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry. ...
Financial planning
With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?...
Financial planning
Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....
Financial planning
Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...
Financial planning
Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser number...
Financial planning
AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...
Financial planning
Financial adviser has been identified as a job that is at “high risk from AI disruption”, but industry commentators say such technologies will enhance their role rather t...
Financial planning
New Insignia Financial CEO Scott Hartley has detailed the impact of the Godfrey Pembroke exit and the progress in resetting its financial advice model on its latest quart...
Financial planning
Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ...
Financial planning
Insignia Financial is holding ‘relatively steady’ onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit but Count is hot o...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...