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Showing 51 - 60 of 207 results for "Insignia Financial"

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... future." Last year, GESB renewed its superannuation administration mandate with MUFG Retirement Solutions. Former Insignia Financial chief operating and technology officer Frank Lombardo took up the role to lead MUFG Retirement Solutions in February ...

Super funds to take stock of information security controls

JAMIE WILLIAMSON  |  TUESDAY, 10 JUN 2025
... been targeted in the credential stuffing incident - AustralianSuper, Australian Retirement Trust, Hostplus, Insignia Financial and Rest - have been given a separate task. Instead of completing the self-assessment, these funds must undertake a special ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... have access to iCapital's suite of alternative investment solutions and analytics tools. He joins from Insignia Financial, where he served as chief distribution officer, overseeing sales, client relationships, and product governance. He departed ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... strengthened consultant relationships, and drove business growth initiatives. She joined Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. In the role ...

Insignia lost a suitor, but takeover isn't off the table: Morningstar

ANDREW MCKEAN  |  THURSDAY, 15 MAY 2025
Bain Capital withdrew its bid for Insignia Financial, which saw the company's share price tumble, but with CC Capital still in the mix, the takeover saga isn't over yet, according to Morningstar. Morningstar said that although the risk of a ...

Bain Capital backs out of Insignia takeover race

MATTHEW WAI  |  WEDNESDAY, 14 MAY 2025
... left in the takeover talks that have now spanned more than six months. In an ASX announcement this morning, Insignia Financial confirmed that Bain Capital is "unable to proceed" with a binding offer due to macro uncertainty in the global markets. Insignia ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... roadshows to attract external advisers. Prior to AMP, Stout held transition and growth roles with MLC Advice/Insignia Financial and MLC Partnerships, where he led the integration of more than 400 advisers during the NAB divestment. "Daryl has a proven ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
AMP, Insignia Financial and Challenger are poised to benefit from improved flows, lighter regulation and emerging longevity solutions despite the market volatility, analysis from Morgan Stanley shows. AMP's flow momentum is set to continue, combined ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... be merged into the Smart Future Trust alongside the MLC Insurance Only product that currently sits inside an Insignia Financial fund. Equity Trustees serves as trustee of both the Smart Future and Zurich offerings and, following a review, decided Zurich ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
Market volatility and institutional outflows shaved $5 billion off Insignia Financial's funds under management (FUM) last quarter. In the March quarter, Insignia Financial said about $1.8 billion of the $3 billion an institutional client poured into ...