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Showing 1 - 4 of 4 results for "Insignia Financial for"

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
Entireti has acquired IOOF Alliances, a provider of support services for AFSLs, from Insignia Financial for an undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms ...

Perpetual awards mandate to Equity Trustees

KARREN VERGARA  |  TUESDAY, 7 JAN 2025
... Fund. EQT also finalised the integration of Australian Executor Trustees (AET), which was acquired from Insignia Financial for $135 million.

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... managers. Tang was an associate manager, client outcomes at Macquarie Group, while Kiendj was posted at Insignia Financial for over four years, most recently as relationship training manager. "The addition of Raymond and Sakaja further enriches our team's ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the ...
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