INSIGNIA

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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Features

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....

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Financial planning

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...

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Financial planning

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

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Financial planning

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...

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Financial planning

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....

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Financial planning

The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...

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Financial planning

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 17 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 20 hours ago