MA Financial expands platform with IPG acquisition
The global alternative asset manager has confirmed the acquisition of IP Generation.
AUTHOR
JPMAM actively seeking strategic partnerships in wealth management
Strategic partnerships are the number one priority for JPMAM, according to its EMEA CEO, having already enacted two deals with large New Zealand and UK wealth management groups.
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.
Mid-sized licensees sitting in compliance blind spot
Those mid-sized licensees with 16–50 authorised representatives are experiencing a blind spot, according to compliance firm Assured Support, and ASIC could develop specific supervision models for licensees of this size.
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.
ASIC cancels Sydney AFSL after CSLR payment
ASIC has cancelled the AFSL of a Sydney asset and investment manager following a payment by the Compensation Scheme of Last Resort.
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.
HNW clients seeking advice on intricacies of alternatives
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options.
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.
Bell AM makes retail distribution hire to boost adviser presence
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.
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.
How to retain HNW advisers amid talent shortage
Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retain such talent once it is secured.
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.
Fixed income ETFs to reach US$6tn in 5 years
Active ETFs have hit a “critical inflection point” with a particular growth observed in fixed income products, and JPMAM’s global head of ETFs expects the fixed income ETFs to reach US$6 trillion within the next five years.
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.
Copia makes second wholesale distribution appointment
Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients, just weeks after hiring a Victorian business development manager.
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.
Bell AM makes retail distribution hire to boost adviser presence
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence.
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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