Private markets symbolise ‘next frontier’ in managed accounts

private-markets/managed-accounts/mlc/MLC-Asset-Management/lonsec/

| By Jasmine Siljic |

With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of doing so in Australia.

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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PM Capital hits back at rejected Platinum bid

PM-Capital/Platinum-Asset-Management/Platinum/LICs/listed-investment-companies/

| By Laura Dew |

Funds management

PM Capital has hit out at Platinum Asset Management, saying the firm only provided “limited engagement” following its bid for two listed investment companies.

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.

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Fitzpatricks Group creates product head position

Fitzpatricks/Fitzpatricks-Group/fitzpatricks-private-wealth/investment-strategy/

| By Jasmine Siljic |

Financial planning

Private wealth firm Fitzpatricks Group has appointed a newly created head of product, who previously spent 20 years at CFS, to bolster its range of investment options.

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Jasmine Siljic

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Platinum outflows steady after manager exits

Platinum/flows/morningstar/FUM/

| By Laura Dew |

Funds management

Platinum Asset Management has seen outflows moderate during March, down 15 per cent from the previous month when it announced two major investment team changes.

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.

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What to know for a first-time ETF listing

cboe/active-ETFs/ETFs/law-firm/

| By Laura Dew |

Funds management

Two listing experts have shared tips for fund managers to consider when it comes to launching their first ETF on an exchange.

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.

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‘This isn’t like MAFS’: Merchant’s Haintz on successful advice M&A

financial-advice/M&A/WT-Financial/AFSL/

| By Laura Dew |

Financial planning

Merchant Wealth’s David Haintz has described how the firm differs from the traditional private equity ventures jumping into Australia, and why M&A isn’t like Married at First Sight.

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.

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Count merger strengthens South Australian presence

Countplus/Count-Financial/M&A/mergers-and-acquisitions/Hugh-Humphrey/

| By Jasmine Siljic |

Financial planning

An Adelaide-based financial planning and accounting firm is set to merge into Count Adelaide, aligning with Count’s ambitions to form a national footprint of scaled equity partnerships.

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Jasmine Siljic

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‘Like pigs to slaughter’: ASIC to shut down almost 100 scam websites

ASIC/scams/federal-court/Sarah-Court/

| By Laura Dew |

Financial planning

ASIC has been granted permission to shut down almost 100 websites running investment scams, with the Federal Court describing how its victims were “fattened like pigs to slaughter”.

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.

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Over half of inheritors lack ongoing adviser relationship

CoreData/fidelity/Fidelity-International/inheritance/wealth-transfer/intergenerational-wealth/

| By Jasmine Siljic |

Financial planning

Despite younger generations representing the largest group of potential inheritors, CoreData has discovered less than half of beneficiaries have professional advice to navigate this transition.

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Jasmine Siljic

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TAL takes minority stake in Challenger

challenger/Tal-Dai-Ichi-Life-Australia/M&A/

| By Laura Dew |

Funds management

Insurer TAL has announced it has taken a minority stake in investment manager Challenger.

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.

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