MA Financial appoints executive director

asset-management/executive-director/appointment/

The global alternative asset manager has welcomed an experienced distribution lead to its leadership team.

AUTHOR

Relative Return: Exploring the growing appeal of real estate debt

Podcast/Relative-Return/

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Cre

AUTHOR

WT Financial announces joint venture with US player

WT-Financial/M&A/Keith-Cullen/USA/

Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor.

AUTHOR

How wealth managers are looking to grow AUM

Natixis-Investment-Managers/Natixis/MSCI/wealth-managers/

Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the lowest expectations on their future growth.

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So long, farewell: Why do clients leave their financial adviser?

netwealth/financial-advisers/value-for-money/advice-fees/

Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time.

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The cost of indecision: M&A deals see rise in reverse break clauses

Bell-Financial-Group/selfwealth/M&A/Perpetual/KKR/Regal-Partners-Limited/Platinum/law/

With increased M&A taking place in financial services, law firm Ashurst is witnessing an increase in expensive reverse break clauses to ensure deals proceed successfully.

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Former GQG wholesale director joins private equity firm

gqg/GQG-Partners/EQT/private-wealth/wholesale/

GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company.

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AFSLs urged to address cyber security vulnerabilities

AFSLs/licensees/cyber-security/cyber-attack/Hall-and-Wilcox/

With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber threats.

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What to know before going bespoke with managed accounts

managed-accounts/IMAP/licensees/

With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route.

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Qld adviser receives 5-year ban

ASIC/banning/financial-advice/

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his clients.

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