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Showing 131 - 140 of 231 results for "Insignia"

EQT updates on Australian Executor Trustees acquisition

ELIZA BAVIN  |  THURSDAY, 6 JUN 2024
... within the implementation budget of $22 million," it said in an announcement. EQT confirmed it would be acquiring AET from Insignia Financial back in August 2022 for $135 million. EQT said the acquisition would deliver significant growth for the company ...

Market pessimism over Insignia 'overblown'

ELIZA BAVIN  |  WEDNESDAY, 29 MAY 2024
Morningstar equity analyst Shaun Ler believes that the market is pessimistic over Insignia Financial and is downplaying its ability to stabilise its earnings. "Investors appear to be deterred by margin compression, sluggish flows, restructuring challenges ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Insignia Financial has confirmed its head of research and retirement income is set to leave the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Helen Blackford, formerly chief executive of Insignia Financial's licensing and professional services businesses, will now lead Nestworth Financial Strategists. Blackford has been appointed chief executive of the group, which is backed by AZ NGA. ...

Insignia FUM grows by $11bn, completes platform migration

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
Insignia Financial saw funds under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory ...

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
Insignia Financial is on the hunt for a new chief member officer for its superannuation business, confirming the departure of Anne Coyne. Coyne was first appointed to the role in January 2023, following close to two years in governance and disclosure ...

Vanguard backs current performance test

ANDREW MCKEAN  |  FRIDAY, 19 APR 2024
... four trustees: AMP, Nulis Nominees, Oasis Funds Management, and OnePath Custodians - Nulis, Oasis and OnePath are all Insignia Financial trustees. Treasury has noted that while the test effectively holds trustees accountable, it might also negatively ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... and Blue Harbour Financial Partners recently announced their merger. Last year, major mergers and acquisitions included Insignia Financial selling Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. Count finalised ...

Count brings advice firm to network

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... Nankivell, also an accounting and business consulting provider, is the latest to join the ASX-listed firm, leaving behind Insignia-owned Consultum. Murray Nankivell services regional South Australia in Naracoorte, Bordertown, and Murray Bridge. Murray ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... for superannuation funds. Finally, Alix Fraser joins the asset owner as a member resolution manager. Fraser joins from Insignia Financial where she worked as a trustee claims specialist and for MLC Australia before that. She earlier worked in insurance ...