GENERATION DEVELOPMENT GROUP
Financial planning
The industry can expect to see more partnerships in the retirement income space in the future, enabling firms to progress their innovation, according to a panel....
Financial planning
Evidentia Private has appointed PIMCO’s Haydn Scott as principal for private wealth solutions, focusing on asset consulting and private markets. ...
Financial planning
As advisers attempt to tackle mounting operational costs and achieve greater efficiency, the FY25 reporting season has revealed a growing focus on managed accounts among ...
Financial planning
Having acquired Evidentia with the goal of building out its managed accounts division, GDG has reported a 49 per cent rise in managed account funds under management in FY...
Financial planning
Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...
Financial planning
Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the f...
Funds management
BlackRock has taken a $25 million stake in Generation Development Group as the two firms announce a strategic alliance to design and distribute tailored retirement soluti...
Funds management
An increased number of products rated following the boom in private markets funds have seen revenue at Lonsec Research & Ratings rise to $21.4 million. ...
Funds management
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...
Funds management
Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...
Funds management
Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...
Funds management
Generation Development Group has shared the outcome of its EGM regarding its plans to fully acquire Lonsec through remaining shares....
Funds management
Generation Development Group has announced it has entered into a binding agreement to acquire the remaining 61.9 per cent of Lonsec that it does not yet own....
Funds management
The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...
Funds management
Investment group Generation Development Group has picked up a key 37% stake in research and ratings house, Lonsec....
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