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Showing 771 - 780 of 4841 results for "distribution"

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 ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external distribution partner for KeyInvest's Life Events Bond and underlying funds. Meantime, KeyInvest will work with Mantis to increase ...

AIA restructures retail insurance unit

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
... AIA Australia's retail insurance division has a new structure, with underwriting, new business administration, and distribution capabilities now combined. The life insurer said the change will unite the key touchpoints in the retail-advised purchasing ...

Forager to delist Aussie LIT

KARREN VERGARA  |  MONDAY, 16 OCT 2023
... struggled to close the 15% valuation gap over the last four years, while efforts such as introducing a semi-annual distribution policy and undertaking regular buybacks have failed to make a difference. "It is the manager's view that investor apathy ...