Founded in 1846 by Independent Order of Odd Fellows (IOOF), it listed on the ASX in 2003 before changing the name to Insignia Financial in 2021 following the acquisition of MLC Wealth. The bidding ...

Almost one in every 1,000 Australian residents could be an ultra-high-net-worth individual (UHNW) in five years’ time, according to Knight Frank. Over the next five years, the UHNW population is ...

The Third Link Growth Fund has named Zenith co-founder David Wright to its investment committee to bolster its governance and investment oversight capabilities. Wright has spent the bulk of his career ...

Generation Development Group (GDG) has detailed to shareholders how it suffered a cyber incident on subsidiary Generation Life. The firm said it is “responding to a contained cyber incident involving ...

While the next generation prepares to up their involvement in family office operations, global research shows a severe lack of preparation for when founders eventually hand over the reins. The study ...

Iress chief executive, Andrew Russell, has used the company’s AGM to share his thoughts on the business’ future following several divestments and people moves. This marked the continuation of its ...

Coastal Advisory Australia has acquired two Brisbane-based advice firms, Capital Focused and True Journey Financial Planning, solidifying its foothold in Queensland. Founded in 2001 and based in ...

Merlon Capital Partners has been awarded an Australian equities mandate from industry fund Prime Super. The industry fund will utilise Merlon’s Concentrated Australian Share strategy, which focuses on ...

Another week of double-digit new entrants has kept the profession in a positive growth position while several of the biggest licensees recorded adviser losses. This is thanks to another 11 new ...

CC Capital managing director, Chinh Chu, says he understands the “deep trust and duty of care” in owning Insignia while ...

As the advice industry reaches an inflection point in M&A and consolidation in its search for scale, research suggests that using the old ‘growth for growth’s sake’ strategy will only increase ...

As the ETF market becomes increasingly attractive for investment managers, a State Street specialist argued that launching the fund is the “easy part”. When it comes to investment vehicles, ETFs are ...