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Showing 1 - 4 of 4 results for "Rhombus Advisory"

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... been impacted as part of this change." The planned changes announced in July 2023 included the introduction of Rhombus Advisory and the return of much of Insignia's stake in Godfrey Pembroke to its advisers. Olsen has been in the role since April ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... growth and our desire to complete the remediation programmes," he said. Insignia said the establishment of the new Rhombus Advisory is progressing, with adviser sentiment positive. It is on-track for profitability and separation this time next year ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... its key initiatives, its new advice services partnership model, is progressing well, Insignia said. Known as Rhombus Advisory, the model is expected to be implemented by July with advisers reportedly embracing the equity participation idea. Though, Insignia ...
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