The acquisition of Mason Stevens by private equity firm Adamantem Capital demonstrates the value of outsourced chief investment solutions to the financial planning arena....
Private debt has “plenty of room for growth”, according to global fund manager BlackRock, and will be helped by a number of tailwinds in the next five years....
As companies look to refine portfolios and adapt to regulatory changes, legal experts have flagged the financial services sector as one of the standout areas for M&A in t...
Magellan has estimated performance fees for the second half of 2024 will be $6 million, compared to “immaterial” fees in the same period a year ago. ...
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....
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....
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...
Centuria Bass Credit has appointed a former Wallabies vice-captain and Rugby World Cup-winning player as deputy CEO....
The global asset manager has announced a new chief executive to succeed Abdallah Nauphal, who has helmed the firm for nearly 20 years. ...
With numerous private equity firms taking an interest in Australia, Money Management explores their backgrounds and the leading players who could take a stake....
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 ...
Bennelong Funds Management chief executive, John Burke, has shared the firm’s priorities for 2025 including offering its responsible entity service to third parties....
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
The Financial Services Council has appointed Justine Earl-Smith as executive director for commercial partnerships and growth, a newly created role for the organisation....
Platinum Asset Management has released its latest funds under management, with outflows notably improving from the $841 million lost in November. ...
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 thei...
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm....
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...