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Showing 21 - 30 of 1242 results for "Retail investor"

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

MIS review ignores key issues: FAAA

KARREN VERGARA  |  TUESDAY, 3 MAR 2026
Treasury's fresh review into managed investment schemes (MISs) falls short of addressing critical issues that could prevent another Shield Master Fund and First Guardian Master Fund disaster, the Financial Advice Association Australia (FAAA) says. ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...

Equity Trustees lands new mandate

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
Equity Trustees (EQT) has been appointed Responsible Entity for the new River Capital High Conviction Fund. The fund, available to institutional and wholesale investors directly, and to retail investors via platforms, provides access to a focused portfolio ...

Governance issues on the rise: ASIC

ELIZA BAVIN  |  WEDNESDAY, 25 FEB 2026
... provide books and records on company activities and property to registered liquidators. Financial services and retail investor issues totalled 44%, relating to credit issues, general licence obligations, unregistered managed investment schemes, unlicensed ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... offering risky investment products that were only available to wholesale investors, even though the complainant was a retail investor.

Second consultation kicks off on ESG product labelling

MATTHEW WAI  |  FRIDAY, 13 FEB 2026
... opportunities and provides greater confidence in the veracity of sustainable claims. "Understanding the share of the retail investor market, the relative importance of sustainability compared to other product attributes (e.g. fees, risks), the extent ...

Treasury to reform managed investment scheme governance

KARREN VERGARA  |  TUESDAY, 10 FEB 2026
Treasury has opened another review into the $2 trillion managed investment scheme (MIS) sector off the back of the Shield Master Fund and First Guardian Master Fund collapses. This time, the Enhancing oversight and governance of managed investment schemes ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
Clime Investment Management's John Abernethy will assume an operational role to lead the investment team. Abernethy will become director of investments and remain a director of the company. Meanwhile, Leo Economides carries on as chief investment ...