Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1571 - 1580 of 8326 results for "Retail"

Retail default fund tops performance table

KARREN VERGARA  |  THURSDAY, 3 DEC 2020
A retail MySuper fund delivered the best returns in the three years to October, the latest Rainmaker league table shows, but on an aggregate industry superannuation funds outranked peers. Australian Ethical Super's balanced accumulation fund (6.7% ...

AAT refuses Allegra AFSL

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... initially rejected by ASIC. Allegra applied to ASIC for an AFSL in 2018 to provide personal financial product advice to retail and wholesale clients, with Lachlan Schonfelder as its sole director and majority shareholder. ASIC refused the application ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... billion in assets under administration. On completion, the investment bank will sell the wealth management business to US retail investment advisory firm LPL Financial Holdings for US$300 million plus excess net assets and enter into a long-term partnership. ...

Pinnacle executive director steps back

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... Schroders and joined Pinnacle as an equity partner in its early days. In March last year, Whittingham handed the head of retail role to Ramsin Jajoo, who joined the firm from Morningstar. At the time Pinnacle said, Whittingham would focus on corporate ...

EQT wins custody mandate

KARREN VERGARA  |  WEDNESDAY, 2 DEC 2020
... development and manager (HMC), appointed EQT to oversee its HomeCo Daily Needs REIT (HDN). HDN's portfolio includes retail property in New South Wales: Gregory Hills Town Centre in Sydney's south west and Glenmore Park Town Centre near Penrith. ...

NAB names RBS alumnus as chief operating officer

ANNABELLE DICKSON  |  WEDNESDAY, 2 DEC 2020
... decade at Citibank in several roles including group chief executive Central Asia, country officer Australia, chief executive retail in Australia and head of wealth management in Asia Pacific. He was formerly the deputy chair of the Australian Banking ...

HSBC wealth lead lands chief executive role

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
... HSBC's wealth and personal banking for less than a year. He joined HSBC in 2011 as global chief operating officer of retail banking and wealth management. He then became group head of wealth management and digital, and chief of retail banking and ...

HESTA partners with Australian Unity

ELIZABETH MCARTHUR  |  TUESDAY, 1 DEC 2020
... offices, high net worth individuals and institutional investors, but this raising by Australian Unity can also be accessed by retail investors." "Bringing this MCI to market with an organisation with the expertise and deep community links of Australian ...

Trading platform partners with Sharesight

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
A new trading platform has partnered with Sharesight to provide portfolio and tax reporting to retail investors. Marketech Focus, which soft launched in June, has revamped its digital infrastructure to allow investors to track portfolio performances ...

New multifamily real estate fund

KANIKA SOOD  |  MONDAY, 30 NOV 2020
... chief executive Robert Geringer said. "Additionally, capital is retreating from other asset classes, especially office and retail, which have in many cases become distressed assets in the US." The firm said multifamily real estate in US can qualify for ...