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Bennelong to welcome 2 board members

board-of-directors/bennelong-funds-management/

| By Rhea Nath |
People & Products

Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year.

AUTHOR

Former Pendal CEO joins DNR Capital board

DNR-Capital/pendal/Perpetual/

| By Laura Dew |
Funds management

Former Pendal chief executive Emilio Gonzalez will be joining the board of boutique fund manager DNR Capital in February 2025.

AUTHOR

Settlement reached in Caddick auditor class action

Melissa-Caddick/SMSF/federal-court/

| By Keith Ford |
Financial planning

A group of 31 victims of Melissa Caddick have agreed to an in-principle settlement with the auditors engaged to conduct annual audits of their SMSFs.

AUTHOR

‘How, not if’ for AI usage by fund managers

mercer/artificial-intelligence/

| By Laura Dew |
Funds management

It is a question of “how” rather than “if” asset managers will integrate artificial intelligence, according to Mercer, with 90 per cent of managers already using it or planning to use it in their investment process.

AUTHOR

All-female investment team to helm new fund

female-investors/gender-diversity/australian-equities/global-equities/

| By Rhea Nath |
Funds management

A dozen high-profile female portfolio managers have joined forces on a new equities fund which will invest in companies that deliver solid financial returns and progress gender equality in Australia.

AUTHOR

Verdict reached on Platinum/Regal acquisition

Platinum/regal/Regal-Partners-Limited/acquisition/

| By Laura Dew |
Funds management

Platinum Asset Management and Regal Partners have reached an agreement regarding whether to proceed with an acquisition following a period of due diligence, as Platinum outflows double to $841 million in November.

AUTHOR

ASIC exam sees highest pass mark in 2 years

ASIC/adviser-exam/exam/professional-year/

| By Laura Dew |
Financial planning

Candidates waiting until they feel confident to sit the exam has helped the pass mark for the financial advice exam reach the highest since ASIC took over its administration.

AUTHOR

Client appetite grows for one-off episodic advice

investment-trends/financial-adviser/

| By Rhea Nath |
Financial planning

There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to meet their financial needs.

AUTHOR

How much could investors recover from Shield Master Fund?

ASIC/enforcement/administration/liquidation/Deloitte/

| By Laura Dew |
Financial planning

Administrator Deloitte has shared how much Shield Master Fund investors could receive in estimated returns if the scheme is successfully wound up.

AUTHOR

iPartners takes majority stake in Melbourne fund manager

private-credit/acquisition/

| By Rhea Nath |
Funds management

Alternative asset manager iPartners Funds Management has announced a new acquisition to support its retail presence with a majority stake in Mi Funds Management.

AUTHOR

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