Enhancing returns in fixed income markets

fixed-income/Insight-Investment/active-management/active-managers/

Active management in fixed income remains a compelling strategy, leveraging market inefficiencies to generate excess returns and manage risk, often more effectively than passive alternatives, writes Adam Whiteley.

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Farewell AMP as Entireti renames advice division

amp/financial-advice/fortnum-private-wealth/

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year.

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How to be a ‘sale-ready’ financial advice practice

M&A/William-Buck/financial-advice/Business-Health/

Financial advice businesses are being urged to create an information memorandum for their practices to ensure they are “sale-ready” at all times amid the current opportunistic M&A climate.

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Count CEO on the high cost to scale up an AFSL

Count-Financial/Countplus/Hugh-Humphrey/financial-advice/

The financial advice market remains very fragmented compared to other industries, according to Count chief executive Hugh Humphrey, and licensees need deep pockets if they want to scale up.

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BlackRock completes acquisition of research house Preqin

private-markets/blackrock/Preqin/M&A/

BlackRock has completed its acquisition of private markets research house and data provider Preqin, having first been announced last July.

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Global X hires senior BDM to drive growth

BDM/global-x/Global-X-ETFs/ETFs/

Global X has appointed a former senior Selfwealth BDM to its sales team as it targets $11 billion in assets under management by the year’s end.

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WGEA publishes latest financial and insurance services gender pay gap

WGEA/Gender-pay-gap/gender-diversity/salary/

The latest gender pay gap data for Australia has flagged the ongoing challenges in pay equity in financial and insurance services, with women in the sector earning 22.2 per cent less than their male counterparts.

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AZ NGA secures $345m investment from global asset manager

AZ-NGA/investment-management/financial-advice/

A global investment manager with more than $676 billion in AUM has announced a $345 million debt investment into Oaktree Capital-backed AZ NGA.

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Bringing investment specialists into the alts conversation

Alternatives/private-markets/financial-advisers/fund-managers/JPMAM/Capital-Group/

Three commentators unpack how firms are increasingly hiring client-facing investment specialists to support financial advisers in understanding the complexities of alternative investment funds.

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Is your name one of the most common adviser names?

CoreData/financial-advisers/female-advisers/

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.

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