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Showing 851 - 860 of 4830 results for "Distribution"

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 ...

FICAP Rockstar back in July

CASSANDRA BALDINI  |  FRIDAY, 9 JUN 2023
... welcomed new committee members, Morgan Stanley associate investment banking division Ashleigh Cullen, MA Financial distribution manager Dave Roberts, Alexander Funds regional manager, NSW and QLD James Curnow, AIPX senior vice president Lachlan Pullar ...

FSC updates TMD template for fund managers

ANDREW MCKEAN  |  THURSDAY, 8 JUN 2023
... DDO regime represents a transformative change in the way the financial services industry approaches the design and distribution of products to consumers." "The FSC's updated TMD template, a key part of the DDO regime, provides an important step up in ...

Senate Committee rethinks franking credit changes

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
The Senate Economics Legislation Committee has urged the government to review laws that would impact franked dividends funded by capital raisings. In February, the government tabled the Treasury Laws Amendment (2023 Measures No.1) Bill 2023 which among ...

ASIC issues first-of-its-kind stop order

CASSANDRA BALDINI  |  MONDAY, 5 JUN 2023
Mitrade Global has been hit with the first stop order to be issued under the design and distribution obligations' (DDO) failure to take reasonable steps provision, with the order relating to its distribution of contracts for difference (CFD). The stop ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... offer good investment solutions to Australian investors. "There are a lot of products available now through multiple distribution channels, such as unlisted unit trusts and exchange-traded products. Our role is to help investors identify which products ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... executive director of institutional business and adviser services Vinnie Wadhera winning the Executive of the Year - Distribution category. The exchange-traded fund specialist also won Marketing Campaign of the Year - Consumer. Generation Life stood ...