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Showing 171 - 180 of 231 results for "Insignia"

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
... partner with Count was based primarily on cultural alignment. TISLife was previously licensed through Millennium3, which Insignia Financial recently confirmed it is in the process of seeking a buyer for.

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged it intended to exit the platform services space, having primarily acquired the business ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... Gen Y before ceasing on 30 December 2021. Valvo's ASIC FAR record dates back to 2007 when he was licensed through Insignia Platforms - no relation to Insignia Financial. It also shows that in 2019 and 2020 Valvo failed to meet the annual CPD requirements ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... advisers. The Heads of Agreement with Madison comes to light as Godfrey Pembroke advisers move toward splitting from Insignia Financial, adding that both firms can leverage the scale and excellent adviser services under the partnership. In late July ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia Financial outlined a raft of changes that it says will enable it to "competitively leverage opportunities for sustainable ...

Insignia offloads investment bonds unit

KARREN VERGARA  |  MONDAY, 24 JUL 2023
Insignia Financial has divested its investment bonds business for $40 million to Australian Unity in a bid to pay off debt. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
... from $145.8 billion to $150.5 billion, resulting in $14.2 billion overall net inflows. The top four platform players, Insignia, BT, Colonial First State and AMP all experienced decreases in FUM, down 4.2%, 7.1%, 4.5% and 6.8% respectively. However, Netwealth ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... the brunt of complaints, according to the Australian Financial Complaints Authority's data, with several AMP and Insignia Financial practices leading the pack. Modelling of the AFCA data shows that AMP Financial Planning received the most complaints ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... and APRA removes wrap products from the Choice performance test until an improved and more accurate test is developed." Insignia Financial head of head of superannuation and chief distribution officer Mark Oliver echoed many of AMP's concerns. Applying ...