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Showing 611 - 620 of 11920 results for "BAC"

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
Market volatility and institutional outflows shaved $5 billion off Insignia Financial's funds under management (FUM) last quarter. In the March quarter, Insignia Financial said about $1.8 billion of the $3 billion an institutional client poured into ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
Langdon Equity Partners, a small-cap investment boutique founded in Toronto and backed by Pinnacle Investment Management, has launched a UCITS fund to offer a global strategy to investors in the UK, Europe, and Asia. The Langdon Global Smaller Companies ...

AOF asset settlement delayed, on track for June delisting

KARREN VERGARA  |  TUESDAY, 22 APR 2025
The Australian Unity Office Fund (AOF) has delayed the settlement of its Brisbane asset to August but insists that it is on track to shutter its doors before June. The settlement of 150 Charlotte Street, Brisbane was originally set to settle in late ...

MSCI, Moody's launch private credit risk tool

KARREN VERGARA  |  TUESDAY, 22 APR 2025
MSCI and Moody's Corporation have partnered to launch an offering that assesses risks for private credit investments. The solution integrates MSCI private capital data with Moody's EDF-X credit risk modelling tool. MSCI said the new solution ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
Ahead of the federal election on May 3, independent member for Wentworth Allegra Spender criticised the government for its lack of action on urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election ...

ANSC's Australian Food & Agriculture takeover tanks

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
Agriculture & Natural Solutions Acquisition Corporation's (ANSC) bid to acquire the Bell family and Alastair Provan-owned Australian Food & Agriculture Company (AFA) for $780 million fell through. Nasdaq-listed ANSC, a special purpose acquisition company ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Shadow Treasurer Angus Taylor and Shadow Assistant Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Global investor services firm IQ-EQ has entered the Australian market with the acquisition of AMAL Group - a provider of corporate trust, agency services and loan servicing solutions. The strategic acquisition of AMAL Group includes AMAL Asset Management ...