Insignia Financial aims to lead Australia's wealth management by 2030 with AI and cost cuts.

Insignia Financial, an Australian wealth management firm, has outlined a strategy to become the country's leading wealth manager by 2030. The plan includes maximizing scale, achieving $200 million in annual cost savings, and leveraging AI to enhance services. Insignia will focus on innovation, cost optimization, and expanding its asset management and advice offerings to drive growth and efficiency.

November 13, 2024
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