Franklin Templeton is to get rid of its Martin Currie branding and fold them into the wider group under ClearBridge Investments and Franklin Equity Group.
Deal values for APAC asset and wealth management companies surged 76 per cent in 2024 to almost $100 billion, according to PwC, while three factors are driving growth for the year ahead.
Morningstar research of seven active Australian asset managers expects them to see client redemptions averaging 3.1 per cent of their FUM per annum through to FY29, with two forecast to lose more than 10 per cent.
Two Australian asset managers – K2 Asset Management and East Coast Capital Management – have each welcomed a female chief executive to lead the respective firms.
Managed investment platform DomaCom has strengthened its leadership capability with a flurry of executive hires and internal promotions, including a new CFO.
Webcast
In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
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Webcast
In today’s rapidly changing financial landscape, the role of financial advisers as navigators for their clients in retirement has never been more crucial. Join us for an exclusive, FREE webinar hosted by Money Management, in association with Allianz Retire+, where we delve into the fundamental components of a robust retirement income philosophy.
Allianz Retire+ has conducted a new study with Ensombl, drawing on the expertise of five leading advisers who collectively represent over 1,000 clients. This research uncovers the unique opportunities within retirement planning, and examines the key strategies and evolving philosophies these advisers employ to prepare their clients for retirement in today’s environment.
Key adviser takeaways:
As you continue to guide your clients through their retirement journeys, Allianz Retire+ is committed to supporting you with innovative solutions and actionable insights. Together, we can lead the way in revolutionising retirement planning, ensuring that your clients retire with confidence and certainty.
This is a CPD accredited webcast
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With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success.
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Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July.
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