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Financial planning
In his final shareholder speech, Renato Mota, reflects on his tenure as Insignia CEO and the long-term competitive advantage of the business despite its sharp share price...
Financial planning
With Insignia Financial chief executive Renato Mota announcing he will depart in February 2024, Money Management takes a look at his five years in the leading role. ...
People & Products
The investment manager has appointed Tushar Kale as its new chief financial officer following the departure of Andrew Plum at the end of June. ...
People & Products
Insignia Financial has executed a share sale agreement with Australian Unity to sell its $1.1 billion friendly society investment bond business. ...
Financial planning
The first week of the Insignia Financial class action case has seen allegations of misconduct, insider trading, front running and failure to manage conflicts of interest....
Financial planning
The number of Insignia advisers has fallen to nearly 1,000, with the advice firm losing 72 advisers to micro-AFSLs over the years. ...
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
BT has appointed Kathryn Cosentino from Insignia Financial as its head of product management for its platform business, effective from 4 May....
Financial planning
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial ...
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
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....
Financial planning
The Federal Court has ordered RI Advice Group to pay a $6 million penalty for failing to take reasonable steps to ensure that its authorised representative provided appro...
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. ...
Financial planning
IOOF has consolidated its legacy platforms onto its superannuation and investments platform which now has $41 billion in funds under administration....
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Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...
Based on Deloitte’s numbers, growth from 15,819 to 16,708 is a gain of 889 advisers, representing 177 advisers each year...