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Showing 381 - 390 of 8314 results for "retail"

Australian Ethical 'cautious' on valuations

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
... Ethical saw another quarter of positive net flows and investment performance, surpassing $13 billion during the quarter. Retail and wholesale net flows hit $173 million, while superannuation flows of $101 million were below recent quarters, due to a ...

Natixis, Generali merger creates $3.2tn fund manager

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... private markets and others (14%). Insurers and pension funds hold 61% of AUM, while institutional investors have 14% and retail and wholesale clients represent 25%. The new entity is expected to be the ninth largest fund manager globally based on AUM. ...

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... assets with gains resulting from a rebound in the financial markets following pandemic lows. Consequently, Investor TRF retail investors who did not switch and continued to hold their fund shares in taxable accounts faced historically larger capital ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... from Investment Trends highlighted the growing prominence of exchange-traded funds (ETFs) and international equities in retail investors' portfolios, but highlighted a lack of understanding around trading costs. The Investment Trends 2024 Second Half ...

Australian Ethical grows FUM to $13.26bn

ROSE MARY PETRASS  |  MONDAY, 20 JAN 2025
... Ethical saw another quarter of positive net flows and investment performance, surpassing $13 billion during the quarter. Retail and wholesale net flows hit $173 million, while superannuation flows of $101 million were below recent quarters, due to a ...

Goldman Sachs AM nabs Fidelity veteran

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... distribution roles at BlackRock and Schroders. At BlackRock, she was responsible for growing BlackRock's Singapore retail distribution business both for mutual funds and iShares ETFs. During her ten years at Schroders, Gan most recently ran the asset ...

Former AIA executive finds new gig

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
Former AIA Australia head of retail and partnerships Sam Tremethick has landed at NMG Consulting as a partner responsible for data analytics and insights in Australia and New Zealand. In the new role, Tremethick will focus on life and health insurance ...

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... million). It also anticipated a 26% increase in profit after tax to $30.7 million (FY23: $24.3 million). Bell Financial's retail and wholesale broking revenues increased 12% on FY23 to $177.8 million, while profit after tax surged 115% to $9.2 million. ...

Magellan names interim chief financial officer

ELIZA BAVIN  |  TUESDAY, 14 JAN 2025
... dipped to $38.6 billion in December from $39.1 billion in November. Net outflows of $400 million was split evenly across retail and institutional investors.

Stamford Capital Investments launches new fund

ELIZA BAVIN  |  FRIDAY, 10 JAN 2025
... residential with the obvious supply and demand imbalance. We also see solid trading potential in the commercial, industrial, and retail sectors and like to acquire assets with historical leases that we can either recalibrate or trade," Hynes said. Stamford ...