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Asset managers courting advisers with free consulting services

Over half of asset managers in the US offer “business consulting resources” to the growing registered investment adviser cohort. Whether advisers actually want these services is debatable, but the trend seems to be gaining traction.

Tahn Sharpe | 15th Aug 2024 | More
‘Adapt or fail’: 16pc of asset managers to vanish by 2027: PwC

While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which the top 10 per cent of managers will control half of all mutual fund assets globally.

Lisa Uhlman | 24th Jul 2023 | More
Challenger-backed Fidante’s busy year continues

Challenger Financial Group (ASX: CGF) and its suite of asset management businesses have started 2021 off the same way 2020 finished. As part of their half yearly accounts, the company flagged a partnership with $500 billion Japanese asset manager Nomura Asset Management as both seek global diversification. According to the deal, Nomura and Fidante will work…

Staff Writer | 11th Mar 2021 | More
  • Quoted funds powering Mainstream

    Investment and superannuation service provider Mainstream Group (ASX: MAI) reported a 20 per cent yearly rise in funds under administration this week. The company, which has broadened its services from traditional administration including application forms and tax reporting, to complementary businesses lines like custody and superannuation, is riding a tailwind of structural growth. Founded in…

    Staff Writer | 26th Jan 2021 | More
    Disruptive innovation delivered a 90% return for ARK

    The Dr Cathie Wood-led ARK Investment Management is facing a different kind of pressure as 2020 draws to a close. According to Bloomberg, ARK’s ETF distributor, Resolute Investment Managers, is seeking to exercise an option acquired in 2016 to buy a controlling stake in the business. The ARK Invest strategy has been a clear winner…

    Drew Meredith | 19th Nov 2020 | More
    Corporate governance key to performance

    Calvert Institute, the Responsible Lending arm of asset management Eaton Vance, this week released an extensive analysis on the real impacts that corporate governance practices are having on financial performance. The sector and connection between the two has until this point been under-researched and likely under-appreciated, particularly on a global scale. In conducting its research,…

    The Inside Adviser | 22nd Oct 2020 | More