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Showing 481 - 490 of 8316 results for "Retail"

Magellan inks strategic partnership as results hint at turnaround

JAMIE WILLIAMSON  |  THURSDAY, 15 AUG 2024
... it still remains a far cry from the $104 billion it had four years ago. "Net flows have continued to stabilise in both retail and institutional channels, and we have secured significant client wins. Particularly pleasing is seeing a return in the institutional ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... test," he said. Bastiaans was prompted to conduct the research following a chat with the daughter of a client, who works in retail and is a member of an industry fund. The member started with an opening balance of $10,000 and had a closing balance of ...

Russell Investments appoints global head of alternatives

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... experience will leverage our network of alternatives specialists to develop solutions that help both institutional and retail investors tap into private market opportunities." In a LinkedIn post announcing her new role, Parra said she was looking forward ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... riding high in 2019 with 26,500 registered financial advisers." Despite the shrinking adviser numbers, core markets in retail superannuation and platforms appear to be growing. "Disintermediation and divestment by wealth managers continues to be the ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... clients. Nearly 3800 financial intermediaries are using the Netwealth platform. Netwealth's client base is made up of 61% retail investors, 22% are HNWs, 10.2% are ultra HNWs and family offices, and the remainder are institutional. Rainmaker data ...

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... results. It is also a great time to discover new investment ideas." The Monash Investors Small Companies Fund is an unlisted retail unit trust offering investors an Australian equity exposure which aims to outperform the S&P ASX Small Ordinaries Total ...

FTSE Russell hires client coverage lead

KARREN VERGARA  |  MONDAY, 12 AUG 2024
... June 2022 for $0.45 million including a cash consideration of about $215,000 and a return of capital. It was the first retail fund for TIP. That month, TIP also launched the Co-Living Future Property Fund. TIP had $221 million in funds under management ...

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... was the general manager of master trust and insurance products. His role included oversight of Insignia's MySuper, retail superannuation and investment products across multiple brands, including MLC, Plum, ANZ Smart Choice, OnePath and IOOF as well ...

Assembly Funds Management seeks $100m

KARREN VERGARA  |  FRIDAY, 9 AUG 2024
... profile for equity over debt." AFM invests largely in living, logistics, and alternatives of the real estate sector, avoiding retail and commercial assets. Proceeds from the second close will be invested in various strategies in the living sector. "AFM ...

Magellan adds $2bn to FUM

MATTHEW WAI  |  WEDNESDAY, 7 AUG 2024
... month's reading of $36.6 billion. Throughout the month, the fund manager experienced net outflows of $100 million, with net retail outflows of $1 billion largely offset by net institutional inflows of $900 million. Some $800 million of the outflows ...