AUSIEX to acquire fixed income trading platform FIIG

AUSIEX/fiig/FIIG-Securities/M&A/

AUSIEX has announced it will acquire FIIG, a specialist fixed income provider with $4.5 billion in funds under advice.

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Platinum in discussions over fund manager merger

Platinum-Asset-Management/L1-Capital/long-short/merger/M&A/

Platinum Asset Management has announced it is in discussions with a global alternatives fund manager regarding a possible merger to create an $18 billion firm.

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‘Less alignment, more implications’: What to consider prior to M&A

M&A/financial-advice/selling/

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.

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Falling adviser numbers impacting private market participation: SIAA

ASIC/siaa/private-markets/private-credit/retail-investors/

Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.

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Fund pressures see Australasian sustainable fund closures in Q1

morningstar/ESG/sustainable-investing/sustainable-funds/responsible-investing/

Five Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period.

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JPMAM looks to Vanguard for ETF hire

ETFs/active-ETFs/JPMAM/JP-Morgan/

JP Morgan Asset Management has appointed an ETF specialist from Vanguard as it seeks to expand its ETF range.

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MA Financial doubles down on Asian distribution growth

private-markets/Singapore/appointments/

The alternative asset manager has expanded its Singapore office with a head of Asian distribution, representing a “critical step” for the Asian business, where it is seeking to launch new offerings.

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BNP Paribas names next ANZ CEO

bnp-paribas/ceo/

The bank and financial services firm has appointed its next CEO for Australia and New Zealand, while its previous chief for the region takes up a new position.

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Building trust imperative to retaining intergenerational wealth

netwealth/intergenerational-wealth/wealth-transfer/

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.

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Decoding determinations: Understanding the FSCP decisions

FSCP/ASIC/enforcement/

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?

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