INSIGNIA
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....
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....
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...
Financial planning
After two more optimistic weeks, the total number of advisers fell again this week to 17,282, according to Wealth Data....
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...
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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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...