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Showing 1 - 10 of 22 results for %22Insignia Platforms%22

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
Insignia Financial's share price is up some 12% after it posted a marginal increase in underlying profit and reported all its strategic priorities being on-track. The wealth giant has reported underlying net profit after tax (NPAT) of $95.5 million ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Scott Hartley will succeed Renato Mota as chief executive of Insignia Financial, effective March 1. The appointment follows weeks of speculation, during which time Hartley was tipped most likely to nab the role. It will be a return of sorts for Hartley ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
Insignia 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 ...

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 ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
Insignia Financial has named a state manager for New South Wales, as well as a new national manager for multi-asset investments. Firstly, Andrew Rockliff has started a new job as state manager for New South Wales. He was promoted from national sales ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
As the likes of Crescent Wealth and Insignia Financial respond to the 2023 superannuation performance test results, the Financial Services Council (FSC) and Super Consumers Australia have said the government must still do more to ensure members in underperforming ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged it intended to exit the platform services space, having primarily acquired the business ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision 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 ...

ASIC cracks down on former adviser, comedian

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2023
... before ceasing on 30 December 2021. Valvo's ASIC FAR record dates back to 2007 when he was licensed through Insignia Platforms - no relation to Insignia Financial. It also shows that in 2019 and 2020 Valvo failed to meet the annual CPD requirements ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia Financial outlined a raft of changes that it says will enable it to "competitively leverage opportunities for sustainable ...
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