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Showing 121 - 130 of 6969 results for "Platform"

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... accounts, advisers rank performance as the most important factor, followed by availability on their primary investment platform, competitive fees, and the reputation of the asset manager. Among advisers yet to adopt, the main hurdles are less about belief ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with the failures of the Shield ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
... collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. The fund gives investors access to private infrastructure through both Ardian's infrastructure and infrastructure secondaries ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the contrary shows Australians choosing to switch to super platforms from default funds are typically ...

Macquarie broke law by not putting Shield on watch list, says court

JAMIE WILLIAMSON  |  FRIDAY, 20 MAR 2026
Macquarie Investment Management breached the Corporations Act by failing to place the Shield Master Fund on a watch list, the Federal Court has found. Handing down findings today, Justice Wheelahan determined Macquarie should have placed the fun on ...

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
Now managing $2.6 trillion for investors following the takeover of AXA IM, BNP Paribas Asset Management is ambitiously looking to bolster assets by another $572 billion over the next four years. Outlining its priorities in the newly released 2030 Strategic ...

Barings nabs Challenger's fixed income lead

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... investment committee. Gryphon is a Barings-owned specialist credit manager, forming part of its global asset-based finance platform. Barings managing director and head of private placements and asset-based finance Jim Moore said Gryphon is an important ...

Camilla Love heads to RBC BlueBay

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
RBC BlueBay Asset Management is turning to Alpencrest Capital co-founder Camilla Love as it seeks to re-establish its local presence. Love will be appointed country head of the business which represents RBC Global Asset Management outside North America ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
PIMCO has promoted a senior Australian fixed income manager to managing director, recognising his leadership in the local business. Adam Bowe, who heads Australian portfolio management and sits on the Asia-Pacific portfolio committee, joined PIMCO 14 ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ...