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Showing 511 - 520 of 1245 results for "Retail investor"

Magellan officially ramps up retail offering

ALEX BURKE  |  THURSDAY, 10 AUG 2017
Alongside its annual results which report a slight dip in net profit, Magellan Financial Group officially highlighted its plan to launch an initial public offering for a new ASX-listed investment vehicle. The Magellan Global Trust will target a 4% cash ...

First XTB 'Floater' model portfolio launched

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
The first model portfolio of exchange-traded bond units linked to floating rate notes is now available to Australian and Asian retail investors. Quantifeed and XTB have partnered to deliver the XTB Active Cash Australia model portfolio, meeting growing ...

Westpac and Charter Hall in talks over infrastructure manager

DARREN SNYDER  |  MONDAY, 24 JUL 2017
Westpac is the latest bank set to offload one of its investment management subsidiaries, announcing exclusive discussions to sell its $14 billion infrastructure manager. Westpac told the ASX it has entered exclusive discussions with property group Charter ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
Boutique and alternatives managers, traditionally the purview of institutional and wholesale investors, are turning to an increasingly sophisticated retail market to diversify their client bases. Consider Cooper Investors, the $11 billion global equities ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Vanguard global chief executive steps down

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... head of the information technology division from 2001 to 2006. For the next six years, he was the head of the retail investor group and was appointed chief investment officer in 2013. Buckley said he is honoured to lead Vanguard into its next chapter ...

Responsible investment continues to gain acceptance among investors

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
A growing acceptance of responsible investment by millennials, women, affluent investors and institutional investors is moving the approach from being considered niche and product-specific to one which has broader appeal among global institutional and ...

ASIC calls on NAB to improve disclosure

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
An investigation by ASIC has forced NAB Group advice licensees to make corrective disclosures to customers. The corporate regulator found that NAB's dealer groups failed to disclose relationships between advisers, licensees, and other members of the ...

IRESS secures NSX deal

EMMA RAPAPORT  |  WEDNESDAY, 5 JUL 2017
Financial technology provider IRESS is expanding its market reach after teaming up with the National Stock Exchange of Australia. From the end of this month IRESS' stockbroking clients will have access to trade securities listed on the National Stock ...

Goodments outshines at WAMTech PitchFest

EMMA RAPAPORT  |  MONDAY, 3 JUL 2017
Tom Culver, chief executive and co-founder of Goodments, was named the winner of the inaugural EY WAMTech PitchFest. Goodments, which uses environmental, social and governance data to help retail investors screen for stocks based on sustainability factors ...