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Showing 1 - 10 of 455 results for "retail"

FCA pauses plans to extend disclosure, labelling rules

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025  |  NEWS
... now is not the right time. The FCA had announced some 12 months ago that it would apply the SDR to wealth managers and retail model portfolios, after having already applied the initial SDR framework - which covered things like anti-greenwashing measures ...

Hedge fund scraps local sales role

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025  |  NEWS
... management industry. He previously led the national distribution team for Zurich Life and Investments, focusing on the retail, advised and superannuation channels. Before that, he was head of distribution for State Street Global Advisors for five years ...

Investors progress on climate, but barriers emerge

JAMIE WILLIAMSON  |  FRIDAY, 4 APR 2025  |  NEWS
... fresh report from the Investor Group on Climate Change (IGCC) found 65 of Australia's super funds, fund managers, and retail funds have made progress across five of six key indicators. Some 78% of investors have a net zero target, while 86% now have ...

Anthony Doyle quits Schroders, rejoins Pinnacle

ELIZABETH FRY  |  TUESDAY, 1 APR 2025  |  NEWS
... returned to the wider Pinnacle group as chief investment strategist reporting to Kyle Macintyre, head of wholesale and retail distribution. "In this new role Anthony will provide valuable additional technical research capabilities within our distribution ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
... for Naidu, who joined GQG as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. Bullock's exit comes as GQG Partners recorded US$1.7 billion net flows in January ...

5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025  |  NEWS
... end to this travesty." Meantime, Facing Finance financial analyst Frederike Potts said more needs to be done to ensure retail investors are not misled. "Retail investors in particular can hardly see through the ESG jungle and often have no idea in what ...

Frontier promotes staffers

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025  |  NEWS
... consulting teams. For her part, Goh joined Frontier in January 2023 after working as a freelance writer for The Motley Fool, the retail advisory platform. Before that, she spent three years as an analyst with Rask Australia, an investment research and ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... for Naidu, who joined GQG as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. GQG managing director of Australia and New Zealand Laird Abernethy declined to comment ...

MLC Life explores new market

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025  |  NEWS
... to consumer, via affinity referral relationships and strategic alliance partnerships, whether bridging the gap between retail/advised and direct/digital-first propositions - and most recently, rapidly scaling the Lifebroker business," he said. "I look ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... social media. "I look forward to sharing Paradice's leading investment strategies with everyone in the wholesale and retail investment market," Yates previously worked in investment and business development roles at Leveraged, Macquarie Group and ...
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