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Showing 301 - 310 of 5463 results for "Expand"

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... Wrap funds under administration (FUA) were $107.1 billion, up $4.2 billion (4.1%) over the previous quarter, as the MLC Expand Advised product suite saw $1.6 billion in net inflows for the quarter, growing some 300% on the prior corresponding period. ...

First Guardian shaves $286m off Praemium FUA

MATTHEW WAI  |  TUESDAY, 21 OCT 2025
Praemium has calculated the impact of its exposure to the First Guardian collapse, reducing its total funds under administration (FUA) by close to $300 million. Praemium reduced its FUA by $286 million in relation to First Guardian holdings in the September ...

Pinnacle names head of client solutions

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... "This level of integrity, ambition, and commitment to excellence is exactly what we value at Pinnacle. As we continue to expand our multi-affiliate model and broaden asset class diversification to meet evolving investor demands, David brings an extensive ...

Brookfield fully acquires Oaktree

KARREN VERGARA  |  MONDAY, 20 OCT 2025
... will remain central to Brookfield's credit strategy, and we see significant opportunities to grow the franchise and expand what we can offer our clients together." Marks and Bruce Karsh, Oaktree's co-chair and chief investment officer, will continue ...

IFM Investors, Nest complete first UK investments

ELIZA BAVIN  |  MONDAY, 20 OCT 2025
IFM Investors and Nest have completed their first UK investments since the UK pension fund took a 10% stake in IFM in February this year. As part of this partnership, Nest committed close to £500 million to seed a global infrastructure debt fund managed ...

iExtend hires national BDM

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
iExtend has expanded its distribution team by appointing a national business development specialist, hiring from Resolution Life. In the newly created role, David Sutjipto will work closely with financial advisers to enhance the client experience and ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... and product. Lonsec said the new leadership structure is designed to drive innovation, deepen adviser relationships, and expand Lonsec's market presence. Robinson called the appointment a pivotal moment for Lonsec. "Her deep understanding of the ...

Fidante partner hires from WTW

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... chief strategy officer Fulcrum has welcomed Sara Rejal to the newly created role as the London-based asset manager moves to expand in Australia following its partnership with Fidante. Fidante this week acquired a minority stake in Fulcrum and secured ...

HMC Private adds investment director

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
David Di Pilla's HMC Capital has added another executive to its private credit business. HMC Private Credit has appointed a new investment director within its investor services team as demand for private credit continues to skyrocket. Incidentally ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
MLC's super and retirement platform, MLC Expand, is rolling out a slew of artificial intelligence (AI) automation tools that it says could save advice practices hundreds of hours per month. Over the coming months, MLC Expand is launching automation ...