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Showing 41 - 50 of 400 results for "Rena"

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 ...

TelstraSuper revamps strategy team

ELIZABETH FRY  |  FRIDAY, 29 SEP 2023
TelstraSuper has promoted a long-standing investment professional to the head of investment strategy. The high-profile David Schneider - who currently runs asset allocation with responsibility for strategic and dynamic asset allocation - will take up ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services 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 ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
Madison Financial Group has joined forces with Godfrey Pembroke's Practice Development Group (PDG), consolidating their operational and AFSL services to create a new entity providing back-office services to their financial advice networks. Madison ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
TelstraSuper is making changes to its investment menu, while also decreasing income protection premiums for members. The $25 billion corporate fund is introducing a new option for accumulation and TTR members from next month, the Moderate investment ...

Australians prioritise financial independence: Research

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
According to new data, the nation is swapping out the dream of 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 ...

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
Backed by some of Australia's wealthiest families, Sydney-based equities boutique Blackwattle Investment Partners is open for business. Blackwattle Investment Partners has launched with over six years of capital backing and plans for four fund launches ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
Vanguard Australia has overhauled its superannuation and Personal Investor businesses, appointing two executives to newly created roles to help lead the merged retail units. The fund manager will merge the two retail divisions comprising superannuation ...