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Company Profile

  • Business description

    Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also owns finance dealer groups that provide compliance and other administrative services to financial planners operating under the dealer group’s licence. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.

  • Contact

    800 Bourke Street
    Level 1
    Docklands VIC 3008
    AUS

    https://www.ioof.com.au

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Asset Management

    Fiscal Year End

    30 June 2024

    Employees

    408

Insignia Financial Ltd News & Analysis

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Our top opportunities in the asset manager sector

Signs of stabilisation, but competitive positioning still weakening against passive investments.
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Opportunities abundant in Aussie financials

Most asset managers and related firms undervalued, with an average discount of 21%
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3 undervalued five-star asset management companies

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Markets

Index
Last price
Change
% Change
All Ordinaries 7,862.30 147.10 -1.84%
CAC 40 7,943.04 102.07 -1.27%
DAX 40 17,770.53 256.05 -1.42%
Dow JONES (US) 37,735.11 248.13 -0.65%
FTSE 100 7,859.17 106.36 -1.34%
HKSE 16,248.97 351.49 -2.12%
NASDAQ 15,885.02 290.08 -1.79%
Nikkei 225 38,471.20 761.60 -1.94%
NZX 50 Index 11,804.84 111.94 -0.94%
S&P 500 5,061.82 61.59 -1.20%
S&P/ASX 200 7,612.50 140.00 -1.81%
SSE Composite Index 3,007.07 50.31 -1.65%

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