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Showing 301 - 310 of 8424 results for "Retail"

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... expenses by FY30. SS&C Technologies chief growth officer for Australia Lachlan Allardice says there are nuances in servicing retail versus industry super funds. A retail master trust tends to have lots of employers, whereas industry funds historically ...

ASIC issues interim stop orders to TruePillars

RIDDHIMA TALWANI  |  TUESDAY, 21 OCT 2025
... sabbatical. He remains an executive director and responsible manager. ASIC noted that the interim orders are to protect retail investors from acquiring products under PDSs that may be defective and not worded and presented in a clear, concise, and effective ...

Regal, Merricks invest $400m in South Australian infrastructure

RIDDHIMA TALWANI  |  TUESDAY, 21 OCT 2025
... of geography," he added. Market Square will include a hotel, 234 premium residential apartments, a new office precinct, retail and hospitality offerings, as well as public parking facilities. It is developed by ICD Property as a joint venture with the ...

HUB24 sees $5.2bn in net inflows

ANGELIQUE MINAS  |  TUESDAY, 21 OCT 2025
... total FUA, it said. Its market share has grown to 9% from 7.6%. Of its total Platform FUA, 12% is institutional and 88% retail. The platform has 5229 active advisers, which is up 11% from 4720 in the prior corresponding period. The strong growth indicates ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... its 2025-26 Corporate Plan, saying it will conduct a surveillance of AFSLs recommending and offering managed accounts to retail clients. "We will consider compliance with the general licensee obligations and advice conduct obligations. Our surveillance ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... in funds under management for their affiliated boutiques. Her focus was on the high-net-worth, broker, private bank, and retail advisory channels in New South Wales, Canberra, and New Zealand.

Lazard names the local head of retail sales

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Lazard Asset Management has confirmed that after eight years leading the Australian retail sales team, Benjamin Granbery has left the firm. "We would like to thank him for his significant contribution to Lazard Asset Management," said Lazard AM's ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... it looked to expand its wealth management footprint. Through the acquisition it had hoped to gain access to full-service retail, high-net-worth investment advice and stronger corporate advisory capabilities. The transaction would have helped Equity Story ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... series of hurdles and conflicts with those hurdles that are required to get a product onto platforms and distributed to retail investors." Gosselin says one of the main issues within the financial services industry is the fact that investment funds themselves ...

PIMCO expands active ETF offering with EARN

RIDDHIMA TALWANI  |  WEDNESDAY, 15 OCT 2025
... liquidity," Sam Watkins, managing director and head of PIMCO Australia and New Zealand, said. EARN is suitable for both retail and advised portfolios and is available on the Australian Securities Exchange. PIMCO said EARN caters to the evolving needs ...