GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last year.
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Several advisers have expressed their frustrations with Iress’ Xplan software, but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.
Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.
Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to increase its ranking of the asset manager.
Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy.
With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets their needs.