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Showing 21 - 30 of 96 results for "Insignia"

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... holiday 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 ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
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 ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
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 ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... want all 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 ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
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 ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... 43-76 (20% for 43-57, and 16% for 58-76) make additional personal contributions to their super funds, the data found. Insignia chief distribution officer and head of superannuation Mark Oliver said the research shows Australians understand the value ...

Insignia appoints to board

CHLOE WALKER  |  MONDAY, 30 OCT 2023
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 ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
After two decades with the business, Insignia Financial chief executive Renato Mota will exit in February 2024. In an ASX announcement, Insignia said the decision was a mutual agreement between the business and Mota. It has already commenced the search ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... 2014, Skynet became licensed under Financial Services Partners until 10 October 2016, which was owned by the ANZ Group/Insignia. Prior to that, he worked for Westpac, NAB and CBA, providing clients advice on shares and property. Police began investigating ...