Barings announces succession plan, APAC head to retire

success-plan/APAC/investment-manager/appointment/

Barings has appointed a new head of Asia Pacific to succeed Duncan Robertson, who will retire after almost two decades with the firm.

AUTHOR

Lazard AM launches global equity fund, expands Aussie offering

Lazard-Asset-Management/global-equities/fund-launch/

| By georgie preston |

Lazard Asset Management has announced the launch of a new global equity fund, expanding its qualitative offering for Australian investors.

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Woodbridge expands national presence with new Brisbane office and appointment

investment-manager/expansion/queensland/

| By georgie preston |

Melbourne-based investment manager Woodbridge Capital has appointed an origination director for south-east Queensland, strengthening its foothold in the region as part of its national expansion strategy.

AUTHOR

HUB24 partners with TAL to deliver lifetime retirement solution

HUB24/product-launch/

| By Alex Driscoll |

HUB24 has announced it is developing a lifetime retirement solution with Australian life insurer TAL to expand its suite of retirement offerings for financial advisers.

AUTHOR

SQM Research, InterPrac face lawsuits over alleged failures involving Shield, First Guardian

ASIC/asic-enforcement/sqm/

ASIC has launched legal action in the Federal Court against SQM Research and Interprac Financial Planning, citing alleged failures related to the Shield and First Guardian fund collapses.

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Reporting challenges hindering advisers’ private market allocation

data/private-markets/reporting/

While interest in private markets continues to grow, a panel of industry professionals have argued that data and reporting challenges in this sector are limiting accessibility for financial advisers.

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MST completes FIIG AM acquisition, expands leadership team

acquisition/fiig/fixed-income/M&A/

MST Financial has announced the completion of its acquisition and integration of FIIG Asset Management from AUSIEX, bolstering its leadership team in the process.

AUTHOR

BlackRock set to launch first active income-focused ETF

blackrock/ETF/active-ETF/fund-launch/

| By georgie preston |

After introducing its first active ETF to the Australian market earlier this year, BlackRock is now preparing to launch its first actively managed, income-focused ETF by the end of November.

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Evidentia enters binding agreement to acquire Encore Advisory

merger/generation-development-group/acquisition/

Evidentia Group, a wholly owned subsidiary of Generation Development Group, has entered into a binding agreement to acquire consulting firm Encore Advisory Group.

AUTHOR

Investment firms partner to enhance adviser capabilities

asset-consultants/evergreen-consultants/merger/

Ascalon Capital and Evergreen Consultants have penned a merger to bring together their respective strengths to support the firms’ clients and the financial adviser landscape.

AUTHOR

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