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Showing 1 - 10 of 231 results for "Insignia"

Former Insignia boss joins InvestStream

MATTHEW WAI  |  MONDAY, 1 JUN 2026
A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap. Renato Mota has joined the AI-powered infrastructure ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset, including a wealth of experience in fund research ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... regulatory changes. He was most recently the partnership disputes resolution manager at Zurich, after a five-year stint at Insignia Financial in similar capacities. Prior to that, he spent almost a decade at OnePath, which was later acquired by Insignia ...

Insignia Financial delists from ASX

ELIZA BAVIN  |  WEDNESDAY, 29 APR 2026
Insignia Financial is officially going private, set to delist from the ASX at market close today after it was acquired by CC Capital. "We are pleased to complete the acquisition of Insignia, one of Australia's most established wealth management ...

Hostplus extends Citi mandate

KARREN VERGARA  |  MONDAY, 20 APR 2026
... Paribas ($824.2bn). BNP Paribas' AUC jumped the highest by nearly 50% in the second half of 2025 following deals with Insignia Financial, University of Sydney Endowment Fund and Medibank Private.

Insignia Financial shareholders approve takeover

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Insignia Financial shareholders have voted in favour of the proposed acquisition by CC Capital Partners by an overwhelming majority of 98.65%. Insignia chair Allan Griffiths said he is pleased with the strong level of shareholder support for the Scheme ...

APRA greenlights Insignia Financial takeover

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2026
APRA has provided approval for Insignia Financial to be taken over by CC Capital's Daintree Bidco. Under the deal announced in July 2025, APRA's approval was required for Daintree Bidco to hold a controlling stake in Insignia Trustees. The acquisition ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
... authorised representatives. Prior to that, Creswell was the head of compliance and professional standards for IOOF (now Insignia) for 16 years. Infocus founder and managing director Darren Steinhardt welcomed the appointment. "Infocus exists to support ...

Mega-funds grow but net cashflows steadily decline

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... retail super funds by size, four recorded a negative cashflow ratio in FY25, being Equip Super, MLC Super, AMP Super, and Insignia Financial's Retirement Portfolio Service. While still in a positive position, AustralianSuper had the largest drop ...

Local custody industry surpasses $6tn milestone

JAMIE WILLIAMSON  |  FRIDAY, 6 MAR 2026
... assets under custody for Australian investors grew by close to 50% in the second half of 2025 following its deals with Insignia Financial, University of Sydney Endowment Fund and Medibank Private. In the six-month period, BNP Paribas' total assets grew ...
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