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Showing 1 - 10 of 237 results for "Insignia"

Crole exits Sequoia effective immediately

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... the resignation of Scott Beeton. In 1988, he founded Deakin Financial Planning, which was later acquired by IOOF (now Insignia) in 2011. He then launched InterPrac in 2003, which was subsequently acquired by Sequoia. Crole said: "It has been a privilege ...

FEATURE | Platforms | The investment supermarket

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
... non-executive chair of the board of IOOF Investment Management, MLC Expand's trustee. Both firms sit under the now-delisted Insignia Financial. Viola Private Wealth executive chair and adviser Charlie Viola says ultimately, platforms can't be ...

SS&C axes jobs, shifts roles offshore

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... giant SS&C Technologies has slashed 170 Australian roles in the operations, technology and delivery teams. Last year, Insignia Financial struck a deal with SS&C to outsource about 1300 staff who worked in its master trust business to the fund administrator ...

Future Group to internalise super trustee structure

MATTHEW WAI  |  MONDAY, 29 JUN 2026
... in financial services, having held senior roles across retail and industry super funds, including Australian Super and Insignia Financial, as well as a stint at APRA prior to her current capacity as consultant for Future Group. "With deep expertise in ...

Allianz Retire+ appoints senior manager

STAFF WRITER  |  THURSDAY, 25 JUN 2026
... joining Allianz Retire+, she was a retirement specialist (MyNorth Lifetime) at AMP. She has also previously held roles at Insignia Financial, MLC Life Insurance, BT Advice and ANZ. Chief distribution and marketing officers Catherine van der Veen and ...

Industry leaders and rising stars named at MAX Awards

STAFF WRITER  |  FRIDAY, 12 JUN 2026
... appointed as a director to the Janus Henderson Foundation board. Leader of the Year in communications was awarded to Insignia Financial head of corporate affairs Rebecca Chivers. Rising Star of the Year - Media was awarded to Ptarmigan Media account ...

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 ...
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