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Showing 841 - 850 of 4826 results for "Distribution"

Adviser levy tripled, labelled "deeply unfair"

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2023
... work undertaken this financial year in the advice space that the regulator highlighted related to the design and distribution obligations, breach reporting, cyber and operational resilience, unlicensed advice, adviser registration, administration of ...

Calastone, Schroders collaborate on tokenised investment vehicle

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
... said the application of distributed ledger technology (DLT) and tokenisation across trading, administration, and distribution could foster potential transformations in the value chain. "We've been working with DLT for many years, exploring different ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... trusteeship in Australia. It also follows the fund manager's strategic partnership with SG Hiscock to wholesale distribution its international funds in the Australian market. MSC Trustees declined to disclose the transaction value. As of July 1 ...

Fidante partners with Proterra Asia

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... focuses on the Asian food and agribusiness sectors, aligns with its overarching objectives, and builds on an existing distribution agreement between the firms. Fidante said under the partnership its distribution support for Proterra Asia's food strategy ...

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... investors or invested via a platform and that the change is being made to simplify the application process and future distribution strategy. In a statement to Financial Standard, Mercer said the change in distribution strategy follows a recent review ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... when it comes to financial risk, according to the ASX Australian Investor Study 2023. While the report noted an even distribution of HVI risk appetite, there has been significant movements since 2020, with more HVIs now preferring guaranteed returns. ...

Hamilton Lane welcomes local head of private wealth

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... Scott Thomas will join Hamilton Lane as its head of private wealth in Australia, as the firm plans to expand its distribution efforts down under. In the newly created role, Thomas will serve the firm's high-net-worth investors, as well as work alongside ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... until an improved and more accurate test is developed." Insignia Financial head of head of superannuation and chief distribution officer Mark Oliver echoed many of AMP's concerns. Applying the test to platform products is "ill-conceived", he said ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... allows this cohort to open their investing account in five minutes, directly from our website." OpenInvest head of distribution Ravi Verma commented that the platform is proud of the partnership, given the shrinking pool of financial advisers in Australia. ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... who provide personal advice and Non-Relevant Providers such as advice firms or financial institutions. Design and Distribution Obligations (Recommendations 12.1 and 12.2) will be reworked to "limit the exception to the requirement to take reasonable ...