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Showing 11 - 20 of 154 results for "Hartley"

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... advice and on higher value clients resulted in a 14% increase in revenues per adviser. Insignia chief executive Scott Hartley said the group is pleased to deliver a strong result. "FY25 was a pivotal year of transformation for Insignia Financial as we ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Euroz Hartleys Group confirmed it is in the "early stages" of discussions with the Bank of Montreal (BMO) for the latter to potentially make a strategic stake in the Perth-based financial services company. Addressing an AFR article published on August ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... to become Australia's leading and most efficient wealth management company by 2030," Insignia chief executive Scott Hartley said. "We are and will continue to be focused on executing against our strategy and delivering for our customers and shareholders." ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... Expand platform for advisers to use with their superannuation clients from August. Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation phases entirely separately, and "we don't ...

Future Fund makes leadership appointments

JAMIE WILLIAMSON  |  TUESDAY, 13 MAY 2025
... operational budget in volatile market conditions." Future Fund made a series of other changes, including adding Simone Hartley-Keane as chief people, culture and inclusion officer. She replaces Kimberley Reid, who retired at the end of last year. She ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... strategies as a source of short-term liquidity," Insignia Financial said. Meanwhile, Insignia Financial chief executive Scott Hartley said the business is on track with its strategic initiatives, including the SS&C deal and the revitalisation of the ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
... he was integral in building out Insignia's wrap business. Speaking on the appointment, Insignia chief executive Scott Hartley said he is excited to welcome O'Donnell to the position, which will be his first executive role. "... Damien brings to this ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
... Australia, Arthur J. Gallagher said. Under the agreement, WMP managing partner Steve Beattie, three senior partners, Troy Hartley, Janusz Mazurek and Adrian Whitaker, as well as their team will remain in their current location. They will be directed ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN  |  WEDNESDAY, 18 DEC 2024
... would've received $4.00 cash per share. Notably, Insignia's share price is $3.55 - up 46% since its chief executive Scott Hartley took over from Renato Moto in March. The proposal was contingent on several conditions, including the completion of ...

Insignia taps SS&C, outsources 1000 workers

KARREN VERGARA  |  TUESDAY, 10 DEC 2024
... achieve the targeted net $200 million reduction in base operating expenses by FY30, said Insignia chief executive Scott Hartley. "It is anticipated that this model will deliver a simpler operating environment for our Master Trust business, allowing us ...