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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: 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 [...]