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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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.

AUTHOR

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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The 2 platforms set to become the Apple of wealth tech

platforms/technology/fintech/HUB24/netwealth/

Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.

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Reinvention critical for success in next decade

Financial-Services/PwC/asset-management/wealth-management/

Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.

AUTHOR

HUB24 announces Xplore MDA closure

HUB24/Xplore-Wealth/platforms/

The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.

AUTHOR

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