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Showing 331 - 340 of 8309 results for "retail"

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... and international equities index ETFs, A200 and BGBL, while also offering no brokerage costs on its Direct platform for retail investors. The spokesperson also said smart beta ETFs are being "widely adopted" by investors seeking potential outperformance ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... effective May 31. UGC, which is now in liquidation, began providing financial services, including financial advice, in 2017 to retail and sophisticated investors. ASIC's investigation into UGC found it advised prospective clients to establish SMSFs ...

Platinum funds merger to go ahead

ELIZA BAVIN  |  MONDAY, 7 APR 2025
... with industry trends and investor sentiment. "Actively managed exchange traded funds, such as PAXX, have become the clear retail investor preference for all but niche, less liquid asset classes such as real estate, private equity and private credit," ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... Diversa is the trustee of several of APRA-regulated superannuation funds via an extended public offer licence. These include retail master trusts, corporate funds including defined benefits, platforms or wraps, pooled superannuation trusts, and risk-only ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
... technology. Fortitude said it sees "significant growth" in the SMSF sector, which is traditionally challenging for many retail investors due to cost, complexity and accessibility barriers. The takeover sees ASF Audits founder Chris Atkins depart the ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025
... returned to the wider Pinnacle group as chief investment strategist reporting to Kyle Macintyre, head of wholesale and retail distribution. "In this new role Anthony will provide valuable additional technical research capabilities within our distribution ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... for Naidu, who joined GQG as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. Bullock's exit comes as GQG Partners recorded US$1.7 billion net flows in January ...

Regal leads $30m note in Carma

ANDREW MCKEAN  |  THURSDAY, 27 MAR 2025
Regal Funds Management and Tiger Capital have led a $30 million convertible note in used car marketplace Carma, with participation from existing backers like General Catalyst and Five V Capital. The funding will be used to expand Carma's vehicle inventory ...

ASIC recommends standards for virtual AGMs

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
... changes in technology and formats does require a certain leap of faith on their part. I don't need to tell you that many retail shareholders have been attending your meetings since everything was done by post, so a lot has changed in a short period of ...

AustralianSuper bins WiseTech stake

ANDREW MCKEAN  |  THURSDAY, 27 MAR 2025
... about the recent changes at WiseTech and the company's commitment to governance. She said institutional investors, like retail shareholders, have a focus on what good governance looks like to them, and that the divestment from AustralianSuper likely ...