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Showing 881 - 890 of 8321 results for "retail"

Industry fund tops personal super tables

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... other top performing personal super options. Meanwhile, the worst performing personal super options were predominantly from retail funds. Zurich SP - Zurich Managed Growth EF (0.6% p.a.), SSMPPS - Smartsave Balanced (1.5% p.a.) and FirstChoice WPS - ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... disruption. "Wealth management in the US today is fragmented across multiple retirement plan advisers for plan sponsors and retail advisors for participants. This sector is ripe for disruption," Pilger said. "The phenomenon of multiple employer plans ...

Australian CPI accelerates to 7.3%

CASSANDRA BALDINI  |  THURSDAY, 12 JAN 2023
... transport and housing, with seasonal spending also a cause, following Black Friday's boosted sales. According to the data, retail sales rose by 1.4% while job vacancies fell to 4.9%. VanEck head of investments and capital markets Russel Chesler said ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... financial services in Australia and Asia, working with super funds, regulators, investment management teams, institutional and retail investors, asset consultants and other industry experts. Previously, Dooley was general manager of institutional business ...

K2 Asset Management enlists GAM for long short fund

CHLOE WALKER  |  WEDNESDAY, 11 JAN 2023
... appointment, GAM Australia managing director Alex Zaika said: "GAM is excited to partner with K2 Asset Management which allow retail investors in Australia to access GAM's long short global equity capabilities for the first time." Meanwhile, K2 executive ...

ASIC FAR to display adviser QTRP status

CHLOE WALKER  |  TUESDAY, 10 JAN 2023
... Financial Advisers Register (FAR) will display whether a financial adviser can provide tax (financial) advice services to retail clients. To provide tax advice services to retail clients, a financial adviser must meet certain new requirements, also effective ...

BlackRock appoints APAC head of wealth

CASSANDRA BALDINI  |  TUESDAY, 10 JAN 2023
... partnerships with an aim to meet their long-term investment goals." Lord added: "Our partnerships with wealth management, retail banking and private banking clients in the region have grown significantly over the last two years, powered by our sharp ...

Regulator issues interim stop orders

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2023
... Services is prohibited from issuing interests in, providing a product disclosure statement, or providing general advice to retail clients about investing in the fund for 21 days. ASIC said it is concerned that certain risks and features of the Pivotal ...

Magellan reports $2.6bn net outflows

ANDREW MCKEAN  |  MONDAY, 9 JAN 2023
Magellan has reported net outflows of $2.6 billion in December, including retail outflows of $0.6 billion and institutional outflows of $2 billion. In addition to the net outflows, Magellan also experienced a $4.9 billion decrease in funds under management ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... long-run growth," Dunnin commented. "Managed accounts are growing rapidly while other platform segments such as regular retail personal and corporate superannuation and retirement platforms are being constrained by the widespread disruption and heightened ...