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Showing 71 - 80 of 7773 results for "retail"

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... practices leverage JANA's institutional quality advice and scale to find best in class investment opportunities for their retail and wholesale clients."

BWP, Newmark Property REIT set to merge

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... takeover offer, comprising 0.40 units of the BWP trust per NPR security. Most of BWP's properties are large-format retail properties, including Bunnings Warehouses, which are leased to Bunnings Group Limited. Bunnings is also one of NPR's major ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... that the decline in customer satisfaction has occurred since mid-2021 due to the volatility experienced by the ASX200. "Retail funds are down 8% to 58.9% and are at their lowest level of satisfaction for over three years since November 2020," she said. ...

Penta Capital fined for fabricated FUM

KARREN VERGARA  |  MONDAY, 22 JAN 2024
... Queensland-based Penta Capital boasted on its website between May 2022 and February 2023 that it managed $6.9 billion on behalf of retail, wholesale, and institutional investors. It also claimed that $350 million in assets were under its management and ...

Mercer Super loses state leaders

ELIZABETH FRY  |  FRIDAY, 19 JAN 2024
... consultant and as a funds management administrator at Perpetual. This is on top of a 17-year stint at Harris Markets in retail sales.

MSC Trustees acquires Certane Corporate Trust

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
... Trustees now has some $30 billion in funds under appointment in acquiring the division of the Certane Group, which provides retail custody, and trustee and agency services to asset managers and financial product issuers. The purchase price was not disclosed. ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... - Better Advice) Act 2021, all relevant providers must be registered with ASIC to provide personal financial advice to retail clients from next month. This obligation is separate to the requirement to be listed on the Financial Advisers Register. While ...

J.P. Morgan pays US$18m over whistleblower rule breaches

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2024
The investment giant was in hot water for blocking hundreds of retail clients from reporting potential securities law violations by having them sign confidential release agreements when receiving credits or settlements more than US$1000 ($1518). The ...

Former UniSuper chief appointed to CSLR board

ANDREW MCKEAN  |  TUESDAY, 16 JAN 2024
... compensation for eligible claims against insolvent financial firms in areas such as personal advice and securities dealing for retail clients.

Bitcoin ETFs given green light by US regulator

ANDREW MCKEAN  |  THURSDAY, 11 JAN 2024
... investment players such as BlackRock, Fidelity, Invesco, VanEck, Ark Investments, and Grayscale, opening the door for Australian retail investors and financial advisers to access US listed bitcoin spot ETFs through local brokerages. Betashares head of ...