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WHOLESALE
Funds management
GQG’s former director of wholesale markets has taken up a new role leading private wealth at a global investment company....
Funds management
Australian Ethical’s head of private markets has told Money Management the firm is exploring options in private markets for its wholesale investors....
Funds management
Following the recent departure of Paradice Investment Management’s head of retail distribution, the company has made two appointments from Betashares to lead its wholesal...
Funds management
Amid the rising demand for more flexible private equity investment options, LGT Capital Partners has launched a semi-liquid fund for wholesale investors in Australia and ...
Funds management
Ninety One has launched a global equities Global Franchise Fund to wholesale investors in Australia and envisages expanding the wholesale range in the future. ...
Funds management
GQG Partners has seen strong growth in Australian wholesale assets with assets rising from $179 million a year ago to $860 million....
Financial planning
Advisers who have moved away from servicing retail clients could struggle and require further costs and education if a move goes ahead to reclassify wholesale investors, ...
Financial planning
The Government and the regulator are showing signs that they now understand they have gone too far in driving up the cost of financial advice, according to panellists at ...
Policy & Regulation
The Australian Securities and Investments Commission is looking at whether clients are being accurately designated as wholesale or retail investors....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...