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Showing 51 - 60 of 1043 results for "Mutual"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... highlights that inherited money often sits dormant or underutilised. On average, only 22% of inherited capital is invested in mutual funds and 11% in a pension fund. In Australia, wealth holders invest even less (29%) of their inheritances than their ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... "That's a dynamic environment that we're watching very closely. It's an area where there can be a combined mutual win of investment depth and specialism from firms with longevity in delivering outcomes with a distribution capability like ...

Dai-ichi Life acquires 15% of M&G

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Dai-ichi Life HD, which owns TAL, will acquire 15% of British asset manager M&G, with the two establishing a long-term strategic partnership across asset management and life insurance. Under the partnership, which is expected to produce at least US$6 ...

Tariffs were never the answer: Experts

JAMIE WILLIAMSON  |  MONDAY, 19 MAY 2025
The tariffs doled out - and then largely wound back or paused by - the Trump administration are unlikely to help the US realise its economic priorities, an industry conference has heard. Opening the Stockbrokers and Investment Advisers Association's ...

Private capital, active ETFs to continue shake up of financial services: Deloitte

KARREN VERGARA  |  MONDAY, 28 APR 2025
... capital firms, traditional investment managers are turning to structures that retail investors are already familiar with mutual funds and ETFs," Deloitte said. For example, investment managers BondBloxx Investment Management and Virtus Investment Partners ...

Macquarie divests North America, Europe asset management units to Nomura

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... entered the US and European public asset management business via the acquisition of Delaware Investments in 2010, a US mutual funds business established in 1929. It then acquired Waddell & Reed in 2021, adding to its actively managed, long-term, open-ended ...

ANSC's Australian Food & Agriculture takeover tanks

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
Agriculture & Natural Solutions Acquisition Corporation's (ANSC) bid to acquire the Bell family and Alastair Provan-owned Australian Food & Agriculture Company (AFA) for $780 million fell through. Nasdaq-listed ANSC, a special purpose acquisition company ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... administration and transfer agency services for four retail products of an Australian credit manager, effective today. Mutual Limited will transition administration of the Mutual Cash Fund, Mutual Income Fund, Mutual Credit Fund and Mutual High Yield ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... partnership, founded on a shared set of client-focused values, leverages our complementary strengths, creates alignment for mutual growth, and intends to achieve mutually beneficial outcomes for policyholders, our clients, shareholders, and employees," ...

Fink takes private markets to next level

KARREN VERGARA  |  TUESDAY, 1 APR 2025
BlackRock chief executive Larry Fink says the fund manager can upend the public-private market divide in the same way it has capitalised on active and passive investing. In his annual letter to investors, Fink said assets in the form of data centres ...