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Showing 301 - 310 of 8309 results for "retail"

ASIC accuses Kalkine of providing unlicensed advice

ELIZA BAVIN  |  FRIDAY, 23 MAY 2025
... is an equity research house which produces stock analysis and buy, hold and sell reports via a subscription service for retail investors. It operates in Australia, Canada, the UK and US. ASIC has imposed new licence conditions on Kalkine's Australian ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... reporting and customised private market product solutions for a range of client segments - from family offices through to retail investors. "Our partnership with S64 is an exciting milestone for DASH. The shift to private markets is structural and advisers ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... held various executive roles across AUSIEX, Commonwealth Bank, Colonial First State and Asgard, bringing deep expertise in retail distribution and adviser engagement. Bell AM chief executive Michael Lovett described Stewart as a "highly respected figure" ...

Vanguard Super leads in organic growth: KPMG

ANDREW MCKEAN  |  TUESDAY, 20 MAY 2025
... momentum," KPMG said, increasing their market share by 10.4% - from 29.6% in 2020 to 40% in 2025. During the same period, retail funds shrank from 24.5% to 22.7%. AustralianSuper and Australian Retirement Trust maintained their dominance in both AUM ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... said. "One thing that we haven't heard much of is the ability of us as an industry and us as a market to engage with retail investors. How do we grow the next generation of investors as much as we grow the next generation of Australian companies? ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... next two decades, which would mean even more institutional mandates would be choked off from fund managers. CFS, while a retail rather than not-for-profit fund, is presumably a garden of Eden for the countless fundies whose business models have come ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... and distinguished career, leading coverage of clients across a broad range of sectors including industrials, consumer, retail and & healthcare. Prentice had been with Rothschild for almost two decades. Before joining the firm he worked in investment ...

Franklin Templeton brings Lexington Partners PE fund down under

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... key entry point into their expanding private equity exposure," Walsh said. "While secondaries may be less familiar in the retail and wholesale space, they have long been a foundational allocation for institutions due to their compelling risk-return profile ...

Magellan sees $1bn monthly outflows

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
Magellan Financial Group was hit by $1 billion in net outflows in April, comprising $100 million in net retail outflows and $900 million in net institutional outflows. However, total assets under management (AUM) increased from $37.5 billion in March ...

First Sentier Investors names chief financial officer

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
... brings 25 years' experience of finance and investment banking to the role. Conn joins First Sentier Investors from Super Retail Group, where he served as the interim general manager of group finance. Prior to that, Conn was the chief financial officer ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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