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Showing 71 - 80 of 206 results for "Insignia Financia"

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
Qantas Super deputy investment officer has moved to Cambooya, the family office for the Fairfax family. Chris Grogan joins Cambooya in the same role. The investment professional was also Qantas Super's head of defensive assets. In that role, he ...

ART appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Australian Retirement Trust has confirmed the appointment of Stephen McKay as its chief commercial officer. McKay was appointed in an interim capacity last July when the $300 billion super fund overhauled its senior management team. He replaced long-tenured ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
Insignia Financial reported a statutory net loss of $17 million in the first half amid its ongoing takeover discussions. The loss is an improvement on the prior corresponding period when it reported a statutory net loss of $50 million. Its underlying ...

Custodians revel in double-digit gains

JAMIE WILLIAMSON  |  TUESDAY, 18 FEB 2025
Most of Australia's custodians enjoyed double-digit growth in the second half of 2024, benefitting from strong investment markets and ongoing industry consolidation. Data from the Australian Custodial Services Association (ACSA) shows in the six ...

ART, MLC AM, HESTA name directors

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Former Bendigo and Adelaide Bank chief Marnie Baker and former Brighter Super director Jennifer Thomas have joined the Australian Retirement Trust Board. Both directors bring extensive experience to the ART board. Baker spent 35 years with Bendigo ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
A former Insignia Financial exec has taken up a leadership role at MUFG Retirement Solutions following the retirement of chief executive Dee McGrath. The firm appointed Frank Lombardo to a newly created role of chief executive for its Australia and ...

Insignia Financial receives bid from Brookfield

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2025
The bidding war for Insignia Financial has notched up yet again after the wealth manager said it received another takeover offer - this time from global investment giant Brookfield Capital Partners. This marks the third party to enter the bidding war ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
Insignia Financial has appointed a new chief technology officer, promoting from within. Damien O'Donnell has commenced in the role, replacing acting chief technology officer Frank Lombardo who was in the role for the past six months. O'Donnell brings ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff. The $93 billion industry with around two million members said the appointee, Gideon Lipman, will help the fund ...