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Everything from Insignia Financial

MLC response to Government’s retirement consultation

From Insignia Financial

“MLC welcomes the Australian Government’s release of the consultation papers on Best Practice Principles for Superannuation Retirement Income Solutions and the Retirement Reporting Framework. These papers represent a significant step

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11 Aug 2025

CC Capital and OneIM enter Scheme Implementation Deed with Insignia Financial Limited, Australia’s Leading Diversified Wealth Management Group

From Insignia Financial

CC Capital, a private investment firm focused on investing in and operating high-quality businesses for the long term, and One Investment Management (“OneIM”), a global alternative investment manager, has announced

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23 Jul 2025

MLC announces retirement partnership with TAL and Challenger ahead of innovative retirement solution launch

From Insignia Financial

MLC, the largest brand of Insignia Financial, has partnered with TAL and Challenger to develop a Centre of Excellence for MLC Retirement Boost™, a new innovative retirement income solution. The

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16 Jul 2025

Insignia Financial and SS&C complete major milestone in transformation of Master Trust business

From Insignia Financial

Insignia Financial has successfully transitioned a range of administration and technology functions to global technology leader SS&C Technologies (SS&C), completing the next step in the transformation of its Master Trust

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08 Jul 2025

Indicative Non-Binding Proposal received from Brookfield

From Insignia Financial

Insignia Financial Ltd (ASX: IFL) has received a confidential, non-binding and indicative proposal from Brookfield Capital Partners (UK) Limited (“Brookfield”) to acquire all of the shares in Insignia Financial by

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06 Feb 2025

Insignia Financial appoints Chief Technology Officer

From Insignia Financial

Following the announcement of a new operating model and executive team last year, Insignia Financial has confirmed the appointment of Damien O’Donnell as Chief Technology Officer. Commenting on the appointment,

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29 Jan 2025

Update in relation to the Revised Indicative Non-Binding Proposal received from CC Capital

From Insignia Financial

Insignia Financial Ltd (ASX: IFL) refers to its announcement on 17 January 2025 in relation to the revised, non-binding and indicative proposal it received from CC Capital Partners, LLC to

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21 Jan 2025

Insignia Financial receives Revised Indicative Non-Binding Proposal from CC Capital

From Insignia Financial

On the morning of 17 January 2025, Insignia Financial Ltd (ASX: IFL) received a revised nonbinding and indicative proposal from CC Capital Partners, LLC to acquire all of the shares

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20 Jan 2025

Insignia Financial receives revised Non-Binding Indicative Proposal from Bain Capital

From Insignia Financial

On 11 January 2025, Insignia Financial Ltd (ASX: IFL) received a revised non-binding and indicative proposal from Bain Capital to acquire all of the shares in Insignia Financial by way

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17 Jan 2025

MLC successfully separates from NAB

From Insignia Financial

Insignia Financial Ltd (ASX:IFL) has successfully achieved a significant milestone in the separation of MLC Wealth (MLC) from National Australia Bank Limited (NAB), a major step in the company’s simplification

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27 Nov 2024

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]