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Showing 41 - 50 of 96 results for "Insignia"

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... model. It 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 ...

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 ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
... from $145.8 billion to $150.5 billion, resulting in $14.2 billion overall net inflows. The top four platform players, Insignia, BT, Colonial First State and AMP all experienced decreases in FUM, down 4.2%, 7.1%, 4.5% and 6.8% respectively. However, Netwealth ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... the brunt 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 ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... and APRA 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 ...

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
... Macquarie 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 ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... a white 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 ...

Industry funds gain ground in retirement asset battle: KPMG

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... challenging the retail sector's long-standing dominance in pension accounts. According to a KPMG report, although Insignia, Colonial First State (CFS), and AMP lead the pension market by total accounts, industry funds Australian Retirement Trust ...