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Showing 31 - 40 of 78 results for "Insignia Financial"

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... 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 of 40 hours. ASIC's investigation ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... 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 ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... 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 growth." ...

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 ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... 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 among ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... 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 the ...

OnePath fined over MySuper bungle

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
Insignia Financial and OnePath Custodians will pay $1.5 million for failing to direct member contributions to a MySuper product. APRA has fined OnePath Custodians $1.46 million after it was made aware 125 default member contributions were not directed ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Dynamic Bond Fund and the Macquarie Australian Shares Fund respectively. Vanguard Investments Australia and Insignia Financial were the other investment managers to win multiple awards. Vanguard won the International Equities - Indexed/Enhanced Infrastructure ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... picket fence for the dream lifestyle and combating the cost of living with strengthening financial literacy. Insignia Financial released its inaugural Financial Freedom Report, conducted by research agency McCrindle, showing the financial aspirations ...

Insignia bolsters executive leadership team

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
Insignia Financial has made several key appointments, naming a chief risk officer, chief member officer and head of superannuation. Insignia has appointed Anvij Saxena as chief risk officer and Anne Coyne as chief member officer. Saxena will take on ...