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Showing 71 - 80 of 200 results for "Individual Investors"

Raiz cuts AET amid Sargon saga

ALLY SELBY  |  MONDAY, 2 MAR 2020
... Perpetual will have no supervisory role in relation to the operation of the fund and has no liability to individual investors for omissions made in accordance with the custody agreement. It comes after Sargon announced it had found a buyer for eight ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... us from panic selling and abandoning long-term financial plans," Morningstar said. The report surveyed 693 individual investors and 161 advisers, who each ranked the attributes that they believed to be of the most value. Morningstar found that there ...

Global fund enters private equity

ELIZA BAVIN  |  FRIDAY, 7 FEB 2020
... advised clients, we aim to expand access to investors in additional channels over time," Buckley said. "For individual investors in particular, this partnership will present an incredible opportunity-access and terms they could not get on their own." ...

DNR expands distribution team

ELIZA BAVIN  |  THURSDAY, 23 JAN 2020
... investment management company that delivers client-focused investment solutions to institutions, advisers and individual investors.

Vanguard firms up super team

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JAN 2020
... puts him in a strong position to lead our superannuation undertaking as we develop this new offer with both individual investors and financial advisers in mind." In November last year a spokesperson confirmed the super offering won't be a strictly direct-to-investor ...

Vanguard appoints head of superannuation

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... puts him in a strong position to lead our superannuation undertaking as we develop this new offer with both individual investors and financial advisers in mind." Additionally, Maxim Tambling has joined the company as the new head of human resources and ...

Active, passive investing continues to confuse: Research

HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... either direction but offered no protection from market failures. The findings, from Natixis' Global Survey of Individual Investors, reveal the attitudes of 9100 global investors towards markets and investing, including 400 Australian investors. Natixis ...

Boutique fund manager rebrands

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
... advised clients, he said. "More advisers wanted access to our proven track record for their SMSF clients and individual investors who want diversification from traditional Australian equities," Littler said. "We think this will translate into 50-70% ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... global scale, Australians have one of the lowest allocations to fixed income assets in the OECD. Generally, individual investors may find it difficult to create a diversified portfolio of fixed income assets because some of them are typically issued ...

UniSuper awards fixed income mandate

KANIKA SOOD  |  FRIDAY, 18 JAN 2019
... independent financial adviser channel. "We have raised our retail capital through the IFA world rather than go to individual investors," he said. "But we are now looking at opening dealer group distribution." Coote says educating retail investors on ...