Insignia allows CC Capital limited due diligence

Insignia allows CC Capital limited due diligence

Insignia Financial has taken the next step allowing New York private equity player, CC Capital limited due diligence on its take-over bid.
CC Capital ups bid for Insignia

CC Capital ups bid for Insignia

The bidding war for Insignia Financial has heated up another notch with CC Capital increasing its offer to $4.60 per share.
Treasury consultation questions cost/benefit of adviser ATO access

Treasury consultation questions cost/benefit of adviser ATO access

A Treasury consultation paper has questioned whether many financial advice businesses have the scale to safely handle client tax information.
Raindrop

Adviser numbers quietly turning positive

Mike Taylor 17 January 2025 No Comments

Financial adviser numbers have been quietly growing over the past six months but are still below the 15,500 mark.

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Career public servant appointed as ASIC CEO

Mike Taylor 17 January 2025 No Comments

ASIC has turned to a career public servant as its new CEO, appointing 30-year ACCC veteran, Scott Gregson to succeed Greg Yanco.

new appointment

Former Insignia licensee manager joins Encore Advisory

Yasmine Raso 17 January 2025 No Comments

The former GM of an Insignia licensee, Brendan Johnson, has joined Encore Advisory Group as Advice Specialist and Business Coach.

Inspector Clouseau character

Academic canvasses extending DDO to personal advice

Mike Taylor 16 January 2025 11 Comments

Extending the DDO regime to cover personal financial advice and undertaking shadow shopping have been canvassed to address CSLR costs.

Document files

FAAA’s CSLR FOI quest gleans not much

Mike Taylor 16 January 2025 One Comment

The FAAA has expressed frustration with the Government after its efforts to pursue FOI around the CSLR have gleaned ‘virtually nothing’.

First Sentier extends services deal with Northern Trust

Wattle Partners, ASA secure membership deal

Yasmine Raso 16 January 2025 No Comments

Wattle Partners has inked a deal with the ASA, in an effort to improve financial literacy and promote informed investment decisions.

Allan Griffiths

Insignia chair’s legacy questions

Mike Taylor 14 January 2025 No Comments

The Insignia Financial chair who oversaw the acquisition of MLC Wealth and ANZ P&I must now navigate the firm through competing PE offers.


INDUSTRY NEWS

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Our watch list of winners for the next decade

Financial Newswire Contributor 1 December 2024

Industry News

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The composition of the ASX is changing – and keeping abreast of ‘new winners’ is key according to First Sentier Investors.

Fixed income markets: When the stars align

Financial Newswire Contributor 1 November 2024

Industry News

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Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle. 

3 Lessons from 20 Years of investing in Australian Equities

Financial Newswire Contributor 1 November 2024

Industry News

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Successful investing in Australian equities requires finding high quality businesses and avoiding permanent capital loss. Here we show you how.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

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Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.


Filter

Inspector Clouseau character

Academic canvasses extending DDO to personal advice

Mike Taylor | 16 January 2025Extending the DDO regime to cover personal financial advice and undertaking shadow shopping have been canvassed to address CSLR costs.
Document files

FAAA’s CSLR FOI quest gleans not much

Mike Taylor | 16 January 2025The FAAA has expressed frustration with the Government after its efforts to pursue FOI around the CSLR have gleaned 'virtually nothing'.
First Sentier extends services deal with Northern Trust

Wattle Partners, ASA secure membership deal

Yasmine Raso | 16 January 2025Wattle Partners has inked a deal with the ASA, in an effort to improve financial literacy and promote informed investment decisions.
Allan Griffiths

Insignia chair’s legacy questions

Mike Taylor | 14 January 2025The Insignia Financial chair who oversaw the acquisition of MLC Wealth and ANZ P&I must now navigate the firm through competing PE offers.
refresh

Sequoia refreshes media brands, appoints new division lead

Yasmine Raso | 14 January 2025Following a months-long "strategic review", Sequoia Financial Group's media brands have undergone a refresh and are also under new direction.
Value investing

Bain Capital sweetens Insignia bid

Mike Taylor | 13 January 2025Bain Capital has sweetened its bid for Insignia Financial lifting its offer by 7.5% from its original bid.
failure

Anderson urges senate inquiry to hear from Dixon clients

Yasmine Raso | 13 January 2025The FAAA's Phil Anderson has taken to social media to urge the senate inquiry into Dixon Advisory to hear from clients at the "centre of the story".
Red jigsaw piece in the middle of 4 other white jigsaw pieces with one broken off

Insignia denies speculation over third PE takeover bid

Yasmine Raso | 10 January 2025Insignia Financial has been forced to comment on media speculation that it had received another takeover bid from Canadian giant, Brookfield.