Search Results | Showing 141 - 150 of 207 results for "Insignia Financial" |
| | | ... of 2023 "delivered strong growth" with "record net inflows of $4.5 billion". This includes the transition of Insignia Financial's private label Rhythm totalling $1.8 billion of assets. During the three months, HUB24 gained 16% more financial advisers ... |
| | | | ... association's priorities in 2024. The advice sector was marked by several mergers and acquisitions during 2023. Insignia Financial handed over Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. WTL acquired ... |
| | | | A former BlackRock executive will take the helm at Stake as the trading platform's co-founder Matt Leibowitz steps down from the post. Jon Howie, who joined Stake in August as chief commercial officer, has been promoted to the top job. Before Stake ... |
| | | | Just days before Christmas, an Insignia Financial shareholder class action borne out of the Royal Commission was dismissed, with the judge saying there was no evidence provided to prove the group breached disclosure requirements. The class action was ... |
| | | | ... period; we look forward to bringing you the news in 2024! The top stories for 2023 were: 1) Renato Mota to leave Insignia Financial (October 20) While his departure doesn't technically take place until February 2024, Renato Mota's decision to ... |
| | | | Insignia Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge. Recent additions to Expand Essential include new multi-manager options MLC ... |
| | | | Just weeks after the acquisition was announced, Insignia Financial and WT Financial Group have finalised the transfer of Millennium3, adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about ... |
| | | | ... our members to benefit from the right advice as they transition to retirement." Also welcoming the proposals, Insignia Financial chief executive Renato Mota said: "We know Australians are looking for affordable, accessible financial guidance and we are ... |
| | | | WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the ... |
| | | | Industry veteran Gai McGrath is set to join the Insignia Financial (Insignia) board as an independent non-executive director in March next year. She is set to replace Insignia's risk and compliance committee chair Elizabeth Flynn, who is stepping down ... |
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