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INSIGNIA

Financial planning

Growth in micro-AFSLs has taken a hit to the largest players with Insignia and AMP both seeing a drop in their market share as a result....

Financial planning

The wealth management firm has seen downturns in advice, platforms and asset management, which chief executive, Renato Mota, has attributed to the group's ongoing simplif...

People & Products

The firm has appointed a head of manager research from Insignia and a head of fixed income to round off its 14-person global investment team....

Financial planning

Insignia has exited its 45% stake in JANA as it progresses its simplification and transformation strategy, detailed in its quarterly results....

Expert Analysis

As the festive season approaches, now is a great time to start important family dialogues about support and care needs for ageing relatives, writes Jenneke Mills....

Financial planning

There is only one licensee group which is showing positive movement over the last 12 months, according to WealthData, while Insignia has taken the lead in hiring provisio...

People & Products

Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....

Policy & Regulation

APRA has imposed additional licence conditions on trustees of superannuation funds within the Insignia Group. ...

Financial planning

Insignia has detailed the quarterly breakdown of movement among its advisers, reporting both gains and losses in different channels....

Financial planning

ANZ’s exit of financial planning and advice means the bank has now removed wealth management risk from the business, despite a $62 million loss from the transaction, it s...

People & Products

Insignia Financial has completed the separation of its pension and investment business from ANZ, a milestone in its separation and simplification program....

Financial planning

There were 1,600 advisers in the Insignia network as of 30 June, 2022, a reduction of 82, due to integration of MLC Advice and Bridges....

People & Products

Insignia Financial has appointed James Tayler as head of responsible investing, a decision the firm believes will further build upon its responsible investing capability....

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

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MARKET INSIGHTS

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

2 weeks 4 days 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 weeks 4 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

5 days 12 hours ago