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Showing 991 - 1000 of 38190 results for "Year"

DC funds "leaving member money on the table": Report

ANGELIQUE MINAS  |  WEDNESDAY, 26 NOV 2025
In a recent global peer study conducted by the Thinking Ahead Institute (TAI), defined contribution (DC) pension funds said they are concerned some members are not saving enough for retirement. The study found 60% of respondents are concerned their ...

CalSTRS secures US$190m settlement against Meta

JAMIE WILLIAMSON  |  TUESDAY, 25 NOV 2025
The California State Teachers' Retirement System (CalSTRS) has won a landmark settlement against current and former directors and officers of Meta. The derivative lawsuit was brought to the Delaware Court of Chancery several years ago on behalf of Meta ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... Winding down our retail offerings and selling retail clients was identified as a logical step in our strategic plan last year." The group is currently finalising the terms to add $350 million of advised assets to the fold, which will come from firms ...

Sequoia shares dive nearly 50%

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Sequoia Financial Group's share price has dived nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... attracting and developing new entrants was in the group's heritage, as many firms within its network have mentored professional year (PY) advisers. He described the partnership as a reflection of the group's desire to take on a leadership role in growing ...

Two financial services directors fined $15k over reporting failures

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... failed to take steps to ensure that the company lodged financial statements and auditors' reports with ASIC for each financial year between 2019 and 2023 and were aware of the obligations to do so. Bird and Holmes were also ordered to pay court costs ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
Revolution Asset Management has named John Price as head of strategy and distribution, a newly created role the fund manager said will be crucial to expanding its private credit engagement. Price will focus on developing products to meet evolving investor ...

MA Financial secures Queensland shopping district for nearly $700m

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... with $405 million of equity, targeting an average 9% distribution yield and total returns of 16-18% per annum over the five-year term. The purchase price implies a fully leased yield of approximately 7.25%, MA Financial said. The 44-hectare site includes ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... Stevens' strategic focus on the ultra-high-net-worth (UHNW) segment, Mason Stevens said. GloryHouse was founded earlier this year by Hu and Cathy Ding and offers independent advisory services to UHNW family offices and sophisticated investors. The firm ...

Diverged focus for HNWs presents adviser opportunity: Report

MATTHEW WAI  |  MONDAY, 24 NOV 2025
... overall and around 17% among UHNWs, while the number of participants has climbed to 171,000 in 2025, up from 146,000 last year, signalling a decisive move beyond traditional asset classes. "Private markets are now a core part of portfolio construction. ...