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Showing 951 - 960 of 8321 results for "Retail"

APRA unmasks fund outsourcing impacts

ANDREW MCKEAN  |  THURSDAY, 6 OCT 2022
... outsourcing arrangements and service providers. The thematic review assessed the management of outsourcing arrangements across 10 retail super trustees, covering four key services - administration, financial advice, investment management and insurance. ...

MLC launches first retail private equity fund

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
In a bid to provide retail investors with concentrated exposure to global private equity investments, the asset manager has launched its first retail private equity fund, the MLC Global Private Equity Fund. Previously only available to institutional ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
The former head of retail at Investors Mutual has taken up the newly created role. Wayne McGauley joined the Wheelhouse Partners team this month, responsible for growing its global and Australian equities capabilities. McGauley is to focus on key accounts ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... having two sub-sectors within financial advice - in place of four. One would be for licensees providing personal advice to retail clients on relevant financial products and the other would be those who do not. Other sub-sectors would be combined in the ...

ASIC issues stop order on third property fund

CASSANDRA BALDINI  |  FRIDAY, 30 SEP 2022
... fund manager to be detected by the regulator. The order will prevent APIL from offering or distributing its APIL Essential Retail Income Fund (the Fund) to retail investors. It prevents APIL from issuing interests in, giving a product disclosure statement ...

Court dismisses CBA, CFS conflicted remuneration case

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... the arrangements between Colonial and CBA had the potential to influence the choice of financial product recommended to retail clients or the advice given to retail clients. ASIC will carefully consider the judgment," ASIC deputy chair Sarah Court said. ...

Members want super funds to adopt crypto: Survey

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... non-owners likely to buy some within the next 12 months, according to the report. "Global crypto adoption rates within retail and business continue to grow steadily, with the prospect of increased crypto functionality for investors," the survey said. ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... Personally, I have spoken to many who want to leave the industry because things are simply too hard," MLC Life general manager of retail distribution partnerships Michael Downey said. The service was also made available to all MLC Life customers just ...

Vanguard to liquidate factor ETF

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2022
... US factor products have a combined US$3.4 billion in assets and continue to deliver value to a wide range of advisor and retail clients by employing a low-cost, rules-based, all-capitalisation approach that provides investors with targeted factor exposure." ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... that great female advisers can make in changing the lives of so many for the better. Also commenting, TAL general manager, retail distribution Niall McConville said: "Amie Baker's dedication and passion for educating the community and guiding her ...