Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence. The two parties both increased their bids from $4.60 per share to $5.00 per ...
Global investment manager Barings has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA. The company confirmed it has acted as joint lead arranger of a $345 million senior ...
Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year. Since the acquisition of AMP’s financial advice business, its entities AMP Financial Planning, ...
Bell Asset Management has welcomed a global investment professional as its director of research and portfolio manager, while the broader team sees a reshuffle. Following an extensive global search ...
Five male names are shared by over 10 per cent of the financial advice industry, according to CoreData, while a female name does not appear until number 43. The research house has surveyed the most ...
Natixis Investment Managers has explored how financial advisers can leverage derivative income exchange-traded funds (ETFs) to enhance income generation. According to the investment management firm, ...
PIMCO has confirmed the departure of its local managing director and named the successor to take up the position. Rob Mead has served at the fund manager for more than two decades and is currently its ...
Bennelong Funds Management has explored how financial advisers can select the right research house for them, which means looking beyond fund ratings alone. Advisers have a wide range of investment ...
Three commentators unpack how investment specialists have become increasingly client-facing to support financial advisers in understanding alternative investment funds. Last month, Money Management ...
Platinum Asset Management has announced co-chief investment officers Andrew Clifford and Clay Smolinski are to step down from their roles. Clifford, who has worked at Platinum for 31 years and is a ...
Key advice industry stakeholders have formed a committee to standardise fee reporting for SMAs following an explosion of growth in the asset class over recent years. The last five years have seen ...
Platforms are having to “act swiftly” to strengthen their investment menu as the number of investors entering the private market landscape intensifies. Some 146,000 high-net-worth (HNW) individuals ...