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Showing 261 - 270 of 8315 results for "retail"

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... looking forward to sharing that story with a broader audience of institutional investors." Elston manages $8 billion for retail, wholesale and not-for-profit investors. The fund works with over 750 advisers nationally, providing managed account and unitised ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... believe both groups had authorised advisers who were not registered and that those advisers had provided personal advice to retail clients while unregistered. Both licensees immediately registered the advisers in question after becoming aware they were ...

Beware risks in private markets: bfinance

MATTHEW WAI  |  THURSDAY, 17 JUL 2025
While access to private markets for wealth managers has evolved in the last decade, so too has the level of risk involved, a report states. According to bfinance's Private Markets for Private Wealth: Democratisation vs Retailisation report, 61% of wealth ...

Australian Ethical FUM grows 34%

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... that ethical investing can deliver great outcomes while making money a force for good." Australian Ethical reported Q4 retail and wholesale net flows of $195 million, which it said were primarily attributable to superannuation which was boosted by record ...

Lendlease acquires 175 Liverpool Street

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... residential apartments alongside its joint venture partners. The building will have 300 apartments for sale and 2000 sqm of retail space overlooking Hyde Park. Chinese real estate developer Shimao Property Holdings reportedly acquired 175 Liverpool Street ...

BlackRock sets new AUM record

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... Some 42% of total AUM sit in the iShares ETF business. About 27% of it comes from institutional investors and 24% from retail investors. About US$152 billion of year-to-date total net inflows was led by iShares ETFs, alongside private markets and cash ...

Mental illness payouts balloon over $2.2bn: CALI

MATTHEW WAI  |  FRIDAY, 11 JUL 2025
... total and permanent disability (TPD) claims, making up almost one in three claims paid. The $2.2 billion paid last year in retail mental health claims nearly doubles the amount recorded five years ago. Further, mental ill health is also driving one in ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
Retail and advised investors both invested heavily into mining and energy industries in the first half of the year, according to new research from AUSIEX. Despite strong growth in the Commonwealth Bank share price, it isn't the most sought-after stock ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... generators and referred to personal financial advice providers who advised investors to roll their superannuation assets into a retail choice superannuation fund and then to invest part or all of their superannuation into Shield," ASIC said.

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors. Prime Value said the fund is a newly launched retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging ...