INSIGNIA

Financial planning

Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023...

Financial planning

The number of financial advisers has stabilised above the 15,600 mark as 2023 comes to an end, while Wealth Data confirms AMP now leads as the largest licensee....

Financial planning

The chief executives of AMP and Insignia have shared their thoughts on how regulatory and technological developments can help a largely underserved “middle Australian” po...

Financial planning

Following the announcement of a proposed Advice Services Co at the beginning of the quarter, Insignia Financial has provided further details about this new model for its ...

People & Products

Insignia Financial chief executive, Renato Mota, has announced he will step down from the company after 20 years with the business. ...

Features

The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...

Financial planning

With Insignia launching a new co-equity model, AMP could look to follow in its footsteps, according to Adviser Ratings....

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. ...

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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’...

1 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 6 days ago

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

6 days 2 hours ago
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