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Showing 231 - 240 of 1486 results for "Channel"

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
... said. Hall added that there is an opportunity to align with independent wealth managers and family offices across that channel to offer relevant strategies. He said these strategies are great evergreen building blocks, providing exposure to world-class ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
KKR and Capital Group have formed an exclusive strategic alliance to democratise hybrid public-private market investment solutions across multiple asset classes, geographies, and channels. The first strategies, slated to launch in the US next year ...

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
After recently backflipping on changing its high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

Fidelity shutters, delists funds

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... ("Active ETF units") and remain quoted on the ASX, given the lack of support for the fund's strategy in the listed channel." At the end of March, the active ETF units represented about $8.12 million or 7.3% of the fund's total funds under management. ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
The life insurer has promoted two from within to the roles of head of retail sales and head of strategic sales, as it sets in motion expansion plans. Nathan Leonard is the insurer's new head of retail sales. He first joined NEOS when it launched in ...

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
Reality TV stars from shows like Love Island, Geordie Shore, and The Only Way Is Essex are due to face Court for pushing unauthorised investment schemes on their followers. Love Island's Biggs Chris, Jamie Clayton, Rebecca Gormley and Eva Zapico ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... will not replace advisers but support them. Joining the conference from New York, Juniper shared that the fastest-growing channel in the US is digital investment platforms like Fidelity, which have been driven by the expansion of commissioning-free trading. ...

Platinum's FUM dips below $14bn

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2024
Platinum Investment Management's funds under management took a $1.65 billion hit to finish at $13.5 billion at the end of April. Most of the outflows came from an unnamed institutional investor walking away and product rationalisation initiatives ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...