wholesale

Funds management

Ninety One offers global fund for wholesale investors

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 records 380% growth in Aussie wholesale assets

GQG Partners has seen strong growth in Australian wholesale assets with assets rising from $179 million a year ago to $860 million....

Financial planning

Extra costs likely if wholesale test amendments go ahead: SAFAA

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

Has Govt realised it went too far on financial advice?

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

ASIC examining wholesale/retail client definitions

The Australian Securities and Investments Commission is looking at whether clients are being accurately designated as wholesale or retail investors....