The Insignia Financial Ltd (ASX: IFL) share price is in focus today after the company's quarterly update, which showed Funds Under Management and Administration (FUMA) rising $10.2 billion to a record $340.5 billion and total net inflows of $1.0 billion for the first quarter of FY26.
What did Insignia Financial report?
- FUMA increased by 3.1% to $340.5 billion as at 30 September 2025
- Total net inflows were $1.0 billion for the quarter
- Wrap Platform FUA rose by $4.2 billion (+4.1%) to $107.1 billion
- Master Trust (Superannuation) FUA up $3.6 billion (+2.7%) to $138.8 billion
- Asset Management FUM up $2.3 billion (+2.5%) to $94.6 billion
- Wrap net inflows of $1.4 billion and Master Trust net outflows of $785 million
What else do investors need to know?
Insignia Financial successfully transitioned MLC Wealth's custody services from NAB Asset Servicing to BNP Paribas in early October, migrating 473 investment funds and $150 billion in assets. This wraps up the group's custody consolidation program.
The company also launched enhancements like the MLC Retirement Boost and a new Essential+ investment menu on its MLC Expand platform. Its advice business, Shadforth Financial Group, grew its scale with the acquisition of PMD Financial Advisers, bringing nearly 400 clients and over $700 million in funds under advice.
What did Insignia Financial management say?
Insignia Financial CEO Scott Hartley said:
This quarter, FUMA increased to $340.5 billion, supported by strong inflows into the Wrap business, continued net inflows into retail multi-asset offerings in Asset Management, and positive equity markets.
What's next for Insignia Financial?
Looking ahead, Insignia Financial remains focused on executing its 2030 strategy, aiming to cement its position as Australia's leading diversified wealth manager. The relaunch of the iconic MLC brand and new digital offerings are designed to enhance customer experience and position the business for sustainable growth in FY26.
The company is also progressing its scheme of arrangement with CC Capital, with regulatory approvals expected in the first half of 2026 ahead of a shareholder vote.
Insignia Financial share price snapshot
Over the past 12 months, the Insignia Financial share price has increased 46%, far outpacing the S&P/ASX 200 Index (ASX: XJO) which has risen around 10% over the same period.
