Insignia announces $2.3bn quarterly inflows, third Bain Capital bid

insignia financial insignia Scott Hartley private equity platform wraps

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital.

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Harnessing DBFO for client-centric fee models

Adviser Ratings pricing advice fees quality of advice review

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025.

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The FSC’s fund management reforms for government

FSC fund management government federal election Jim Chalmers

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six with a focus on fund managers.

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Regal reports $2.1bn inflows during 2024

regal funds management Regal Partners Limited funds under management fund flows private markets

Regal Funds Management saw total net inflows of $2.1 billion during 2024, with flows primarily going into long/short equities and multistrategy vehicles.

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Tyndall AM welcomes co-portfolio manager

tyndall australian equities hires appointments fund management

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio.

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Young investors embrace active approach for passive ETFs

NAB ETFs young investors Millennials generation Z

Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when using ETFs to build long-term wealth.

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Retail investors display ‘unusually low’ sentiment to equities

Bank of America equities US equities cash

There is growing divergence between institutional and retail investors in their enthusiasm towards equities, according to Bank of America, with retail sentiment being “unusually low” at the start of 2025.

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Natixis IM in global merger to create $3.1 trillion manager

natixis IM merger M&A fund management

Natixis Investment Managers is set to merge with a global fund manager to create a multi-affiliate business with a combined $3.1 trillion in assets under management.

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‘Never been busier’: The value of advice in regional Australia

regional financial advice rural client relationships

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.

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Iress boosts APAC wealth propositions team

iress appointment XPLAN financial planning software

The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 4 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week 4 days ago