Bennelong bets on RE service for diversified income stream

Bennelong/responsible-entity/fund-trustees/compliance/

Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties.

AUTHOR

Advice firms encouraged to broaden tech usage

Adviser-Ratings/artificial-intelligence/technology/

The use of technology and data analytics will be a way for advice firms to grow in 2025, according to Adviser Ratings, with those who are using it successfully reporting 10 per cent higher profit margins.

AUTHOR

Alternative managers to benefit from market shifts in 2025

ratings-agency/funds-management/Alternatives/asset-management/active-funds/

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for their growth.

AUTHOR

Platinum outflows improve by 65%

Platinum/Platinum-Asset-Management/outflows/funds-under-management/

Platinum Asset Management has released its latest funds under management, with outflows notably improving from the $841 million lost in November.

AUTHOR

Exploring the major PE players targeting Australia

M&A/KKR/Perpetual/Oaktree-Capital-Management/AZ-NGA/insignia/insignia-financial/private-equity/

With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake.

AUTHOR

Insight Investment to welcome new CEO

Insight-Investment/ceo/

The global asset manager has announced a new chief executive to succeed Abdallah Nauphal, who has helmed the firm for nearly 20 years.

AUTHOR

Regal posts record net inflows for final 2024 quarter

regal-funds-management/Regal-Partners-Limited/

Regal Partners has announced a strong December quarter and 2024 calendar year performance, with funds under management climbing to $18 billion as at 31 December 2024.

AUTHOR

GQG annual net flows double to US$20.3bn

GQG-Partners/funds-under-management/fund-flows/

GQG Partners has announced a decline in funds under management in December, fuelled by redemptions from its institutional channel, but annual net flows doubled to US$20.3 billion.

AUTHOR

U Ethical sharpens adviser focus with BDM hire

business-development-manager/ethical-investing/

The ethical fund manager has appointed a new business development manager from Count with the aim of driving growth and enhancing support for financial advisers.

AUTHOR

Former Wallabies vice-captain joins Centuria Bass Credit

Centuria/Centuria-Capital/credit/hires/appointments/

Centuria Bass Credit has appointed a former Wallabies vice-captain and Rugby World Cup-winning player as deputy CEO.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months 1 week ago

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

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 6 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 6 days ago