AZ NGA’s Barings deal allows its larger practices to grow

AZ-NGA/Paul-Barrett/financial-advice/scale/

| By Jasmine Siljic |

AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to access a greater source of funding.

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AZ NGA

Paul Barrett

financial advice

scale

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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Artwork v ASX: Are luxury assets outpacing financial markets?

financial-markets/commercial-property/high-net-worth/alternative-investments/

| By Laura Dew |

Funds management

As the number of high-net-worth individuals in Australia passes 42,000, Knight Frank has delved into the luxury goods they are purchasing and whether they are outpacing financial markets.

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financial markets

commercial property

high net worth

alternative investments

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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Women fearful of achieving retirement goals

CFS/colonial-first-state/female/female-investors/

| By Shy-Ann Arkinstall |

Financial planning

Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a comfortable retirement.

AUTHOR

Shy-Ann Arkinstall

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Advisers boost demand for fixed income ETFs

ETFs/AUSIEX/fixed-income/bonds/

| By Shy-Ann Arkinstall |

Funds management

Advisers are showing “renewed appetite” for fixed income ETFs, fuelling competition among global ETF providers who are launching products in the space.

AUTHOR

Shy-Ann Arkinstall

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Managed accounts see 23% jump in net inflows

managed-accounts/IMAP/separately-managed-accounts/funds-under-management/

| By Shy-Ann Arkinstall |

Financial planning

Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census.

AUTHOR

Shy-Ann Arkinstall

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Perpetual promotes executive to head up business transformation

Perpetual/hires/appointments/wealth-management/

| By Jasmine Siljic |

Funds management

Perpetual has promoted an executive to the role of chief transformation officer as it enacts plans to sell its wealth management division.

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AUTHOR

Jasmine Siljic

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5 questions when considering a semi-liquid fund

private-markets/private-equity/financial-advice/bfinance/

| By Laura Dew |

Funds management

Bfinance Australia has shared five questions to ask when considering a semi-liquid private equity fund as their assets under management reach US$30 billion.

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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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Distribution shake-up needed to reach coveted private wealth market

private-markets/private-equity/distribution/business-development-manager/

| By Laura Dew |

Funds management

The days of “lunch and a handshake” are long gone for alternative fund managers, Bain & Company has said, as a slick sales organisation is needed if they are to benefit from the huge source of capital in private investors.

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private markets

private equity

distribution

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.

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GQG sees net flows decline in February

GQG-Partners/gqg/FUM/fund-managers/

| By Laura Dew |

Funds management

GQG Partners has announced its funds under management for February, but reported lower net flows during the month.

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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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Insignia bids raise company value to $3.3bn

insignia/insignia-financial/financial-advice/

| By Laura Dew |

Financial planning

The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such as Brookfield.

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insignia

insignia financial

financial advice

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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AZ NGA’s Barings deal allows its larger practices to grow

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Artwork v ASX: Are luxury assets outpacing financial markets?

AUTHOR

Laura Dew

Laura 's social profiles:

Women fearful of achieving retirement goals

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

Advisers boost demand for fixed income ETFs

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

Managed accounts see 23% jump in net inflows

AUTHOR

Shy-Ann Arkinstall

Shy-Ann 's social profiles:

Perpetual promotes executive to head up business transformation

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Jasmine Siljic

Jasmine 's social profiles:

5 questions when considering a semi-liquid fund

AUTHOR

Laura Dew

Laura 's social profiles:

Distribution shake-up needed to reach coveted private wealth market

AUTHOR

Laura Dew

Laura 's social profiles:

GQG sees net flows decline in February

AUTHOR

Laura Dew

Laura 's social profiles:

Insignia bids raise company value to $3.3bn

AUTHOR

Laura Dew

Laura 's social profiles:

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