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Praemium enjoys 2-year net inflow high

praemium/Powerwrap/platforms/anthony-wamsteker/

Praemium has seen its highest net inflows in over two years for Q2 FY25 as its Powerwrap platform returns to inflows after five consecutive quarterly outflows.

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Insignia announces $2.3bn quarterly inflows, third Bain Capital bid

insignia-financial/insignia/Scott-Hartley/private-equity/platform/wraps/

Insignia Financial has announced total quarterly net inflows of $2.3 billion as well as a third bid from Bain Capital.

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Harnessing DBFO for client-centric fee models

Adviser-Ratings/pricing/advice-fees/quality-of-advice-review/

As DBFO reforms around fees take effect, Adviser Ratings explores how advice businesses can adopt more transparent and client-centric pricing models in 2025.

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The FSC’s fund management reforms for government

FSC/fund-management/government/federal-election/Jim-Chalmers/

The FSC has announced 15 proposals ahead of the federal election which it hopes will increase the competitiveness of Australia’s financial services sector, including six with a focus on fund managers.

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Regal reports $2.1bn inflows during 2024

regal-funds-management/Regal-Partners-Limited/funds-under-management/fund-flows/private-markets/

Regal Funds Management saw total net inflows of $2.1 billion during 2024, with flows primarily going into long/short equities and multistrategy vehicles.

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Tyndall AM welcomes co-portfolio manager

tyndall/australian-equities/hires/appointments/fund-management/

A new co-portfolio manager has joined Tyndall Asset Management to help strengthen the performance of its small companies portfolio.

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Young investors embrace active approach for passive ETFs

NAB/ETFs/young-investors/Millennials/generation-Z/

Advisers may assume Gen Z and Millennials are less financially savvy than their older peers, but NAB has found they are actively engaging in “buy the dip” strategies when using ETFs to build long-term wealth.

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Retail investors display ‘unusually low’ sentiment to equities

Bank-of-America/equities/US-equities/cash/

There is growing divergence between institutional and retail investors in their enthusiasm towards equities, according to Bank of America, with retail sentiment being “unusually low” at the start of 2025.

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Natixis IM in global merger to create $3.1 trillion manager

natixis-IM/merger/M&A/fund-management/

Natixis Investment Managers is set to merge with a global fund manager to create a multi-affiliate business with a combined $3.1 trillion in assets under management.

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‘Never been busier’: The value of advice in regional Australia

regional/financial-advice/rural/client-relationships/

With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.

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