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Showing 1 - 4 of 4 results for "Client Wellbeing"

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... Financial has reported more than $300 billion in funds and named a chief client officer to run the newly created client wellbeing arm as it progresses its simplification strategy. In a quarterly update, Insignia said its funds under management and administration ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... further consolidation was flagged when it was announced its client engagement teams would be combined to create a Client Wellbeing division. As at 11am, Insignia's share price had fallen more than 13% following the news, down on yesterday's closing ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... its employed adviser channels, Bridges and Shadforth Financial Group, would fall under the newly established Client Wellbeing unit.

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... 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 update today, Insignia announced ...
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