Search Results | Showing 21 - 30 of 79 results for "Insignia Financial" |
| | 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 ... |
| | | 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 ... |
| | | 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 ... |
| | | ... continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC Financial Adviser Register ... |
| | | Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ... |
| | | As the likes of Crescent Wealth and Insignia Financial respond to the 2023 superannuation performance test results, the Financial Services Council (FSC) and Super Consumers Australia have said the government must still do more to ensure members in underperforming ... |
| | | ... issued by AMP, Nulis Nominees, Oasis Funds Management, and OnePath Custodians - Nulis, Oasis and OnePath are all Insignia Financial trustees. Looking at trustee-directed products on platform, APRA assessed 305 in total. This represents 196,000 member ... |
| | | ... 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. |
| | | ... 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 for its ... |
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