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SCOTT HARTLEY
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. ...
Financial planning
Insignia reports a $185 million statutory net loss after tax in FY24 but sees revenue improve in its newly restructured advice division, thanks to higher value clients....
Features
Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...
Financial planning
Insignia Financial has proposed slashing staff redundancy pay arrangements by 58 weeks, potentially making it one of the lowest in the industry. ...
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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...