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Funds management
Investment solution provider Channel Capital has appointed James Archer as its latest distribution director, joining from Pinnacle Investment Management. ...
Funds management
Bennelong Funds Management has signed a memorandum of understanding with US private credit manager Monroe Capital to distribute its products in Australia....
Funds management
Global equity manager Talaria Capital has appointed a Sydney-based sales director as it grows its distribution presence across Australia. ...
Funds management
GSFM has formed a distribution partnership with Auscap Asset Management to distribute its equities funds in Australia and New Zealand, its 10th distribution partner....
Funds management
Wholesale distribution is experiencing the most active hiring efforts as the decline in financial advisers means fund managers are focusing on high-net-worth investors an...
Funds management
Pinnacle Investment Management has continued its focus on international expansion with the appointment of a managing director from T. Rowe Price....
Funds management
Bentham Asset Management has become the latest fund manager to expand its distribution team as it reports increased interest in its credit strategies. ...
Funds management
Regal Partners is the latest Australian fund manager to explore overseas opportunities, forecasting offshore flows to “grow materially” in 2025....
Financial planning
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....
Financial planning
Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...
Funds management
The democratisation of alternatives funds was a key reason for Barings to consider entering the Australian wealth management market, its Australian wealth distribution he...
Funds management
Fund managers are seeking to strengthen their distribution teams to target the wealth management channels, but recruiters say it can be difficult to find senior hires. ...
Financial planning
Independent investment manager Copia Investment Partners has appointed Adam Tweedale to its distribution team, working with advisers across Victoria, Western Australia, a...
Funds management
Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert....
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 f...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...