Manager selection a ‘critical risk’ in private markets

lonsec/private-markets/private-credit/private-equity/

| By Jasmine Siljic |

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the clear performance dispersion.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Client rebalancing leads to Insignia outflows

insignia/insignia-financial/platform/fund-flows/Scott-Hartley/

| By Laura Dew |

Financial planning

Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Prime Financial steps up the game on M&A

prime-financial-group/Prime-Financial/M&A/mergers-and-acquisitions/

| By Jasmine Siljic |

Financial planning

Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.

AUTHOR

Jasmine Siljic

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Macquarie AM commits to Australia with $2.8bn divestment

Macquarie-Asset-Management/macquarie/Japan/

| By Laura Dew |

Funds management

Macquarie Asset Management has indicated its desire to commit the fast-growing wealth business in Australia by divesting part of its public investment business to Japanese investment bank Nomura.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Pinnacle expands overseas reach as affiliate opens London office

Pinnacle/Pinnacle-Investment-Management/London/

| By Laura Dew |

Financial planning

An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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The cost of cyber security hires in financial services

ASIC/cybersecurity/recruitment/technology/

| By Laura Dew |

Financial planning

With cyber security at AFSLs identified as an ASIC enforcement priority, a technology recruiter has shared what these specialists are expecting to earn in the financial services sector.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Could ASIC’s public IDR plans lead to under-reporting?

dispute-resolution/internal-dispute-resolution/breach-reporting/Assured-Support/ASIC/

| By Jasmine Siljic |

Financial planning

As ASIC looks to publish firm-level data on the internal dispute resolution regime, a compliance professional has warned it could have unintended consequences, such as under-reporting.

AUTHOR

Jasmine Siljic

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Selfwealth acquirer bets on mass affluent market

selfwealth/Bell-Financial-Group/M&A/acquisition/scale/

| By Laura Dew |

Financial planning

Selfwealth’s acquirer, Syfe Group, has said the firm is hopeful of opportunities from the mass affluent population as it believes a gap exists between DIY brokerage and financial advisers.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Prime Financial expands wealth division with investment research acquisition

Prime-Financial/prime-financial-group/investment-research/M&A/

| By Laura Dew |

Funds management

Prime Financial Group has expanded its reach into wealth management by over 3,000 investors with a binding agreement to acquire investment research and fund management business Lincoln Indicators.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Iress confirms latest divestment as transformation program completes

iress/divestment/consolidation/

| By Jasmine Siljic |

Financial planning

Having already completed three major sales, Iress has announced its latest divestment following a strategic review conducted during its transformation program.

AUTHOR

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Manager selection a ‘critical risk’ in private markets

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Client rebalancing leads to Insignia outflows

AUTHOR

Laura Dew

Laura 's social profiles:

Prime Financial steps up the game on M&A

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Macquarie AM commits to Australia with $2.8bn divestment

AUTHOR

Laura Dew

Laura 's social profiles:

Pinnacle expands overseas reach as affiliate opens London office

AUTHOR

Laura Dew

Laura 's social profiles:

The cost of cyber security hires in financial services

AUTHOR

Laura Dew

Laura 's social profiles:

Could ASIC’s public IDR plans lead to under-reporting?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Selfwealth acquirer bets on mass affluent market

AUTHOR

Laura Dew

Laura 's social profiles:

Prime Financial expands wealth division with investment research acquisition

AUTHOR

Laura Dew

Laura 's social profiles:

Iress confirms latest divestment as transformation program completes

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

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