The Manager Mix - Equities: Nick Paul of MFS Investment Management
In this new episode of The Manager Mix, host Laura Dew speaks to Nick Paul, institutional portfolio manager at M
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AMP BOLR objectors have their day in the sun
Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going to an appeal.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Advice industry grows but major AFSL loses 4 advisers
Overall adviser numbers saw a gain last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Australia named APAC hotspot for alternatives
The land Down Under has been recognised as an APAC hub for alternatives investment, Preqin finds, amid ASIC’s planned crackdown on private markets.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
Netwealth acquires Xeppo to help ‘licensees of the future’
The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for financial advice businesses.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
South Australian advice firm makes acquisition
Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Pengana looks to private markets for outsized FUM growth
Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investors.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Former Courtenay House director sentenced over Ponzi scheme
A former director of Sydney-based Courtenay House has been sentenced in the Supreme Court of NSW for his role in the operation of a Ponzi scheme.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Analysts question viability of Perpetual’s KKR scheme
Perpetual has been questioned by analysts on whether its KKR deal is best for shareholders and if it can be undone given the lack of growth it has delivered to the company’s share price.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
How can advice firms boost PY retention?
Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two experts say.
AUTHOR
Jasmine Siljic
Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.
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