26 September 2008 | Major retail fund launches campaign to help financial planners debunk industry funds’ advertising.
1 September 2008 | Deutsch returns to Macquarie to head retail distribution.
1 September 2008 | Deutsch returns to Macquarie to head retail distribution.
4 August 2008 | ‘Avalanche’ of poor economic data.
30 July 2008 | Britain’s largest retailer commits further to personal finance channel.
1 July 2008 | Colonial First State opens Global Listed Infrastructure Fund to retail investors.
12:00 AM | Retail super fund directors often linked to service providers.
18 March 2008 | Managed futures fund specialist enters local market.
15 February 2008 | New data shows post-retirement market has boomed, while super’s taken a step back.
4 February 2008 | Specialist resources fund extends wrap coverage.
12 December 2007 | Time to diversify investment risk.
10 December 2007 | Nielsen Retail Wealth Management Report.
10 December 2007 | Skandia appoints new retail head.
27 November 2007 | D’Aloisio flags key announcement.
7 November 2007 | Second Fusion Fund puts emphasis on diversity
5 June 2007 | Australia’s fund management industry continues to grow with the latest data released by actuarial firm Plan for Life revealing that retail managed funds grew by $19.5 billion during the March quarter.
2 May 2007 | A Melbourne based securities lending company has developed an online system that will allow stocks to be borrowed.
2 April 2007 | Australian investors are being invited to invest in one of our scarcest resources – water – via a new product launched today by Credit Suisse and Equity Trustees in conjunction with lead managers Macquarie Equities and Ord Minnett.
29 January 2007 | Reverse mortgage operator Bluestone Equity Release plans to align with a number of financial services institutions to provide reverse mortgages to the retail market.
23 January 2007 | Information sourced from IRESS Market Data has revealed Macquarie Financial Services’ retail full service stockbroking led its competition for the majority of last year.
12:00 AM | A year on from establishing itself in Australia under its own brand, Putnam Investments has received its first rating from a retail researcher with Zenith Investment Partners giving the Putnam Worldwide Income Fund (WWIF) a ‘recommended’ rating.
12 December 2006 | Pentacle Property Funds Management has secured alliances with four financial planning groups, which have each agreed to recommend the manager’s products to their clients.
8 December 2006 | Select Asset Management has extended its reach into the retail arena, launching a new product aimed at giving retail investors access to unlisted private equity investments.
21 November 2006 | AMP Capital has launched a fund that will provide Australian investors with the opportunity to access China’s growing economy for as little as $2,000.
1 November 2006 | Perennial Investment Partners has moved to extend its reach into the financial planning community and has appointed the former head of distribution at Credit Suisse Asset Management, Brian Thomas to lead the push.