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Showing 221 - 230 of 4197 results for "Wholesale"

Industry must do more to improve women's financial literacy: Fidelity

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
... (31%) and they are less likely to consolidate debts and diversify their investments. Fidelity International head of wholesale, Australia Lauren Jackson said more needs to be done to improve financial understanding in Australians, particularly women. ...

abrdn embraces letter 'E' again

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... business, he said it's about ensuring existing customers are served well while focusing on the growth segments, like the wholesale channel. Net operating revenues for the investments business were down 9% in 2024 to £797 million, while adjusted ...

ASIC turns up the heat on private markets

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... a need for intervention, whether it is for ASIC or another regulator to consider, or whether we leave the market and wholesale investors to their own devices," he added. Stakeholders have until April 28 to make a submission. Commenting on the report ...

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
... semi-liquid private credit fund. The duo is currently looking to expand into the private market sector and push into the wholesale space. "Both Camilla and I believe very strongly that you only live once and life's too short. Ultimately, our entire ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... non-SMSF accounts and self-directed SMSF accounts which prefer direct equities. "Despite concerns about the future of the wholesale investor test, the potential Division 296 superannuation tax, compliance requirements and cost of advice concerns, SMSFs ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Perennial Partners has made three key appointments to bolster its distribution team and better support its institutional and wholesale marketing efforts. Scott Curtis joins as director for private wealth and family office, based in Sydney. Bringing 10 ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution at Paradice Investment Management. Colleague Max Minack, head of broking and wealth, moved across with him. ...

Schroders launches new active ETFs

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... fees, all the way through the cycle," Morcos said. "HIGH provides access to the traditionally defensive higher-yielding wholesale credit universe and it is suitable for those who are looking for enhanced income solutions beyond conventional equity and ...

Dexus delivers profit, flags 'turning point'

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... turns." Dexus said shareholders will receive a distribution of 19 cents per security. Dexus highlighted that the Dexus Wholesale Property Fund and the Dexus Wholesale Shopping Centre Fund both outperformed their benchmarks across all time periods, while ...

Partners Wealth Group appoints new head of Partners Private

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
Partners Wealth Group has appointed a new head of its wholesale investments business, Partners Private. The wealth management firm named Fraser Herd to oversee the development and expansion of its private investment opportunities for clients and partner ...