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Showing 661 - 670 of 4734 results for "distribution"

Regal Partners buys stake in Taurus Funds Management

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... opportunities exist for both to broaden their existing investor base, with Taurus able to leverage Regal Partners' existing distribution footprint in Australia and Asia, and Regal Partners having the ability to use Taurus' existing and well-regarded ...

PGIM executive quits after less than two years

ELIZABETH FRY  |  FRIDAY, 27 OCT 2023
... currently on gardening leave. Price arrived at PGIM after 17 years at Macquarie Asset Management as head of wholesale distribution. He was hired as part of the firm's overall effort to tap into Australia's wealth and wholesale market. Interestingly ...

Super bequest reform can boost charitable giving by billions: Report

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... rely on the discretion of the superannuation fund trustee to transfer the moneys to the executor of the estate for distribution to the charity. However, due to the complexity, time, and costs involved, this option remains relatively underutilised by ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... a key way we can provide an improved investment experience for advisers and their clients," CFS group executive - distribution Bryce Quirk said. "Utilising best-of-breed portfolio management capability and investment strategies, managed accounts on CFS ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... demonstrates the important role managed accounts play for financial advisers and their clients," Insignia Financial chief distribution officer Mark Oliver said. He added the group is well positioned to support the continued growth of the managed accounts ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
... partners look forward to him strengthening the firm's collective expertise and boosting its corporate,product and distribution advisory capability. "Brett has deep experience in the development, execution and oversight of business strategies with hands-on ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... to develop innovative products and processes that help consumers to "age well". This includes digitally augmenting distribution to meet the ageing population's needs and deliver enhanced value; strengthening ecosystem partnerships to develop such ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... communications. Four years later he became general manager, investor solutions before transitioning to general manager of distribution. In 2016 he was named group general manager, wealth management, before taking on the top job in an acting capacity ...

Bennelong inks distribution deal with Leadenhall Capital Partners

CASSANDRA BALDINI  |  THURSDAY, 19 OCT 2023
Bennelong Funds Management has joined forces with Leadenhall Capital Partners LLP to distribute its insurance linked securities (ILS) strategies to institutional investors in Australia and New Zealand. According to the fund manager, ILS historically ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... family dynamics, a challenge fraught with complexities such as fears of inheritance disputes, disagreements over asset distribution, varying interpretations of wills or legacy plans, and the potential for family rifts. "While most people intending to ...