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Everything from Insignia Financial

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

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

Earn CPD Points

CPD: The Fragmentation Era
In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth [...]
CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]