RENATO MOTA
Financial planning
The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful str...
Financial planning
Although finfluencers tend to “swim outside the safety flags”, Insignia chief executive Renato Mota believes they signal an unmet demand from a younger generation seekin...
Financial planning
Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licens...
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...
Financial planning
Insignia Financial has announced a partnership with fintech Personetics to turn data into insights and help consumers understand their financial situation....
People & Products
The Financial Services Council has announced the appointment of Renato Mota, chief executive of Insignia Financial and Alison Telfer, country head for asset management Au...
Financial planning
The number of advisers at Insignia Financial has fallen by 83 but the firm expects departures to stabilise by 1 July, 2022....
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
A “cut down” version of advice will cost as much as holistic advice and the industry needs services for those who cannot afford advice that do not involve personal circum...
Financial planning
IOOF is planning to use the next three years to breakeven MLC Wealth and has turned its acquisition focus into an organic growth focus. ...
Funds management
The firm posted an underlying profit after tax increase of 19.2% despite drops in revenue for advice and investment management for FY21....
Financial planning
The last quarter of the 2021 financial year saw IOOF lose 33 self-employed advisers leading to an outflow of $2.2 billion but this was marginally offset by inflows of $0....
Financial planning
The acquisition has doubled the size of the IOOF business to $494 billion in funds under management and will see a single senior leadership and management structure in pl...
Financial planning
The Financial Executive Women Positive Progression of Women Award aims to recognize and celebrate individuals who have promoted and contributed to supporting gender equal...
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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...