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Showing 1 - 10 of 163 results for "US Retail"

Ausbil appointed co-manager for NYSE-listed fund

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... active fund manager and part of the global asset management businesses of New York Life Insurance Company. NYLIM head of US retail Kirk Lehneis said: "At a time when many investors are looking beyond both the US and the universe of large-cap companies ...

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
A new Mercer report predicts platform funds, with a median $250,000 balance, and mega funds, with over $100 billion in assets, will dominate the superannuation landscape and overtake the 'retail versus industry fund' debate. The 2026 Mercer Shaping ...

Aberdeen to acquire $3bn worth of MFS funds

MATTHEW WAI  |  MONDAY, 15 DEC 2025
... "This is an exciting opportunity to bring our institutional skills and leadership in fixed income and private credit to US retail investors through a liquid, closed end fund structure." "The enlarged funds will come with real scale and will focus on ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
... 2011 as chief financial officer and moved to the US in 2017 to become the divisional chief financial officer of the US Retail Investor Group. Most recently, he was chief financial officer of Vanguard's international business and a member of the international ...

Private capital, active ETFs to continue shake up of financial services: Deloitte

KARREN VERGARA  |  MONDAY, 28 APR 2025
... within mutual funds and ETFs will be up to 15% of illiquid investment allotment and will likely be a driving factor for US retail investors' increased allocation to private assets over the next five years. More broadly, Deloitte said that investment ...

GQG hits $104.1bn on back of inflows

ANDREW MCKEAN  |  FRIDAY, 18 AUG 2023
... anticipates fund flow drivers to include ongoing market share expansion in the global wholesale channel and growth in the US retail SMA, coupled with expansion in Australia. Carver added that each of GQG's flagship investment strategies outperformed ...

Regulators fret over hobby traders

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 MAR 2022
... trading patterns in retail markets are magnifying losses. The consultation paper includes reference to the inflation of US retail company GameStop's share price after a social media campaign to pump up the stock succeeded in doing so. "This is a ...

Vanguard Australia appoints new managing director

KANIKA SOOD  |  FRIDAY, 10 SEP 2021
... in 2011 as the chief financial officer. In 2017, he moved to the US as the divisional chief financial officer of the US retail investor group at Vanguard, which looks after over US$2 trillion in funds under management has over seven million investors. ...

ECPI draft legislation released

ANNABELLE DICKSON  |  MONDAY, 24 MAY 2021
The government has introduced exposure draft legislation to reduce red tape for super funds when calculating the exempt current pension income (ECPI). The minister for financial services, superannuation and the digital economy Jane Hume said the draft ...

YFYS incentive to reduce fees: Hume

ANNABELLE DICKSON  |  THURSDAY, 13 MAY 2021
The inclusion of superannuation administration fees in the Your Future, Your Super performance benchmark will not punish funds that reduced fees in recent years, according to minister for superannuation Jane Hume. Speaking at the Financial Services ...
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