SCOTT HARTLEY
Financial planning
Shadforth CEO Terry Dillon has told Money Management the time is right to pursue inorganic growth as it seeks to double in size by 2030 and acquires a Melbourne advice fi...
Financial planning
Insignia Financial has enacted a remuneration review after finding its pay was lower than market peers, upping the maximum short-term bonus available for CEO Scott Hartle...
Financial planning
Insignia chief executive Scott Hartley is among two new appointments to the Financial Services Council board, returning after a two-year hiatus....
Financial planning
Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future...
Financial planning
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quart...
Financial planning
Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...
Financial planning
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits re...
Financial planning
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an im...
Financial planning
Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital. ...
Financial planning
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital. ...
Financial planning
As Insignia Financial formally completes the separation of MLC from NAB, Money Management reflects back on how the acquisition came to be and where Insignia sees MLC goin...
Financial planning
As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...
Financial planning
Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next fiv...
Financial planning
Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and adm...
Financial planning
Insignia Financial has appointed a former ASIC commissioner and superannuation chief executive as chair of its Trustees business. ...
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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...