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Everything from Insignia Financial

Insignia Financial appoints Danielle Press

From Insignia Financial

Insignia Financial has appointed Danielle Press as Chair and Non-Executive Director of the Insignia Financial Ltd (IFL) Trustees (Insignia Trustees)[1]. Ms Press will join the Trustees as a Non-Executive Director

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05 Sep 2024

Insignia Financial announces appointment of Scott Hartley as Chief Executive Officer

From Insignia Financial

Insignia Financial (ASX: IFL) is pleased to announce the appointment of Scott Hartley as Chief Executive Officer (“CEO”) of Insignia Financial. Scott joins Insignia Financial following an extensive search to

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12 Feb 2024

Australians need better access to advice, tools and knowledge to achieve financial freedom

From Insignia Financial

The majority of Australians are taking proactive steps to strengthen their financial situation, but many need more support to realise their financial goals and prepare for retirement, according to the

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09 Nov 2023

Insignia Financial Managed Account solutions surpass $6 billion

From Insignia Financial

Insignia Financial has announced its Managed Account solutions have exceeded $6 billion in funds under management (FUM). Insignia Financial offers a range of Managed Account solutions to meet the diverse

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26 Oct 2023

Australians strive for financial independence: Pursuing their dream life over their dream home

From Insignia Financial

The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to Insignia Financial’s inaugural Financial Freedom Report (the Report). The research, commissioned by Insignia

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25 May 2023

The importance of financial literacy and the value of advice: Australians receive limited financial education in their childhood

From Insignia Financial

Insignia Financial’s inaugural Financial Freedom Report highlights the importance of financial literacy and accessible financial education tools, with a third of Australians (31%) report receiving no financial literacy education in

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23 May 2023

Are falling banks a game-changer for central banks?

From Insignia Financial

Changing sources of inflation While inflation remains far too high, the sources of inflation have changed. Global supply chains are no longer overwhelmed by surging demand for goods, nor disrupted

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03 Apr 2023

Insignia Financial successfully completes separation of Pensions and Investments Business from ANZ

From Insignia Financial

Insignia Financial Ltd (“Insignia Financial”) completed the separation of the pensions and investments (P&I) business from Australia and New Zealand Banking Group Limited (ANZ), which has been a multi-year program

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26 Oct 2022

Earn CPD Points

CPD: Deceased estates and tax
Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines [...]
CPD: The growing trend of private companies
Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance [...]
CPD: Client first – ethics and best interests
When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored [...]
CPD: ASIC’s enforcement priorities – practical adviser implications
ASIC is fundamentally a consumer protection agency. The various functions it performs, including market oversight, surveillance, enforcement and education, ultimately all roll up to one core purpose – ensuring good [...]
CPD: A spotlight on fixed income investments
Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers [...]