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Atrium picks Russell Investments for strategy development

Russell-Investments/Atrium/Fitzpatricks/Fitzpatricks-Group/

| By Jasmine Siljic |
Funds management

Atrium Investment Management, part of Fitzpatricks Financial Group, has selected Russell Investments to enhance personalised investment solutions and opportunities for its clients.

AUTHOR

MA Financial & WAM launch listed investment vehicles

LICs/Wilson-Asset-Management/geoff-wilson/private-credit/

| By Jasmine Siljic |
Funds management

MA Financial Group’s new listed investment trust has hit the ASX, while Wilson Asset Management confirms the upcoming launch of its ninth listed investment company.

AUTHOR

Enhancing returns in fixed income markets

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

| By Industry |
Expert Analysis

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.

AUTHOR

Farewell AMP as Entireti renames advice division

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

| By Laura Dew |
Financial planning

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

AUTHOR

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

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

| By Jasmine Siljic |
Financial planning

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.

AUTHOR

Count CEO on the high cost to scale up an AFSL

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

| By Laura Dew |
Financial planning

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.

AUTHOR

BlackRock completes acquisition of research house Preqin

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

| By Laura Dew |
Funds management

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

AUTHOR

Global X hires senior BDM to drive growth

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

| By Jasmine Siljic |
Funds management

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.

AUTHOR

WGEA publishes latest financial and insurance services gender pay gap

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

| By Jessica Penny |
Funds management

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.

AUTHOR

AZ NGA secures $345m investment from global asset manager

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

| By Jasmine Siljic |
Financial planning

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

AUTHOR

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