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Showing 61 - 70 of 92 results for %22Insignia Financial%22

Divestments impact Insignia FUMA

ANDREW MCKEAN  |  WEDNESDAY, 25 JAN 2023
Insignia Financial reported an increase in funds under management and administration (FUMA) in Q2 FY23 despite divesting from JANA and AET. Insignia FUMA was $285.1 billion as at 31 December 2022, an increase of $7.4 billion (+2.7%) on a continuing ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... The management team at JANA now fully owns the asset consultant, having bought out the 45% interest owned by Insignia Financial following its acquisition of MLC. JANA and Insignia have entered into a binding share sale agreement for the former's ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... Charter Financial Planning with 339, Synchron with 327, and Consultum with 306. In terms of advice brands, Insignia Financial is the largest with a combined 1342 advisers across its various groups. This is 33% more than AMP which has a combined 1010. ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
... the fund, depending on its size. ART is a cornerstone investor in the fund, alongside foundation investors Insignia Financial, Minderoo Foundation and legalsuper. "The firms we have selected are all market leading global private credit funds with strong ...

Chalmers gives Equity Trustees green light on AET

CHLOE WALKER  |  TUESDAY, 15 NOV 2022
After months of waiting, Equity Trustees has received ministerial approval to officially acquire Insignia Financial's Australian Executor Trustees (AET). Approval by treasurer Jim Chalmers was a condition precedent to completion of the $135 million ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
Insignia Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced ...

APRA slaps extra conditions on Insignia trustees

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2022
... IOOF Investment Management in December 2018 and Nulis in August 2020, APRA said. In response, Insignia said: "Insignia Financial is committed to supporting its superannuation trustees to uplift their governance and risk management frameworks and practices ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Several years in the making, Insignia Financial has finally completed the separation of the pensions and investments business, in a first of its kind move. This is the first time a superannuation business has been separated from a big four bank, with ...

Equipsuper restructures investment team

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... Superannuation Scheme. Meanwhile, Manish Utreja was appointed as senior portfolio manager of real assets; he joins from Insignia Financial. On the new hires, Equip chief investment officer Andrew Howard said: "We are thrilled to be able to attract the ...

Insignia appoints head of technical services

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2022
Insignia Financial has named a new head of technical services following the retirement of Martin Breckon. A spokesperson for the company confirmed Jenneke Mills has taken over the role, promoted from the role of national manager, technical services ...