Search Results | Showing 181 - 190 of 211 results for "Insignia Financia" |
| | | True to her word, Quality of Advice Review chair Michelle Levy's final report contains few surprises, however her recommendations include the introduction of both a Good Advice Duty and a Statutory Best Interests Duty. The 267-page final report ... |
| | | | Implementing an artificial intelligence solution has saved Insignia Financial tens of thousands of working hours, it says. The financial services company rolled out its first digital worker called Optimus in 2019 and has since steadily increased its ... |
| | | | Insignia Financial reported an increase in funds under management and administration (FUMA) in Q2 FY23 despite divesting from JANA and AET. Insignia FUMA was $285.1 billion as at 31 December 2022, an increase of $7.4 billion (+2.7%) on a continuing ... |
| | | | The management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia Financial following its acquisition of MLC. JANA and Insignia have entered into a binding share sale agreement for the former's ... |
| | | | The number of financial advisers is now at its lowest in almost two decades, analysis shows. According to Rainmaker Information's breakdown of the ASIC Financial Adviser Register, a net 3250 (17.3%) financial advisers exited the sector last year ... |
| | | | Barrenjoey has launched a new social purpose portfolio management company, Community Capital, with a cornerstone investment from Australian Retirement Trust. The Community Capital Credit Fund has been founded by Barrenjoey and Laurence Marshbaum, a ... |
| | | | After months of waiting, Equity Trustees has received ministerial approval to officially acquire Insignia Financial's Australian Executor Trustees (AET). Approval by treasurer Jim Chalmers was a condition precedent to completion of the $135 million ... |
| | | | Insignia Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced ... |
| | | | The prudential regulator has placed additional conditions on Insignia Financial's RSE licence over governance and risk management issues, including delaying the transfer member benefits to other funds. The additional conditions apply to IOOF Investment ... |
| | | | Several years in the making, Insignia Financial has finally completed the separation of the pensions and investments business, in a first of its kind move. This is the first time a superannuation business has been separated from a big four bank, with ... |
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