Six months on from HMC Capital’s acquisition of Payton Capital, Money Management takes a look at what the firm has achieved following the deal.
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial.
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers.
Alternative asset managers may view the retail and intermediary market as a “frontier for growth”, but figures from EY show 40 per cent say they plan to invest “nothing” to target this demographic.
VanEck has named international equity ETFs as “the clear frontrunner in 2024”, with the asset class accounting for over 40 per cent of the industry’s total net flows during the year.
State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdles.
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices.
Insignia Financial has issued a statement to the ASX regarding a potential bid from a third global private equity business to acquire the firm.
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti.
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger generations to maintain a relationship.
