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Showing 1251 - 1260 of 28229 results for "NOT"

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... superannuation were invested in Shield. This included projection tables and statements for client's superannuation that did not have reasonable grounds and representations that Shield had a higher performing track record against other super funds when ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... GQG also scaled back holdings in communication services, materials and industrials across all four flagship strategies, but not to the extent that it undercut tech and consumer discretionary investments. For the June quarter, the fund manager reported ...

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... Roper was authorised by Crown Wealth Group when Moore was head of compliance and responsible manager. ASIC believes Moore is not adequately trained or competent as he failed to notify ASIC despite becoming aware of the fees for no service, and delayed ...

SIAA chief executive steps down

ELIZA BAVIN  |  WEDNESDAY, 9 JUL 2025
... engagement, improved financial sustainability, and delivered key advocacy outcomes. There is more to be done, and my decision was not taken lightly. Ultimately my view is there is a point where organisations need renewed chief executive leadership, and ...

RBA delivers 'confounding' rates decision

ELIZA BAVIN  |  TUESDAY, 8 JUL 2025
... household expenditure and businesses investment. This sentiment won't change overnight, and lower interest rates alone may not be the answer," Malakellis said. "It's a difficult balancing act for the RBA - they would love to give households and ...

L1 Capital, Platinum seal merger deal

JAMIE WILLIAMSON  |  TUESDAY, 8 JUL 2025
... managing directors of L1, will be stepping back from management responsibilities to focus on portfolio management. They will also not take up a board position. "... We love investing, that's the best thing for clients and for us in terms of personal ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... Financial Group VIC (collectively known as the King Financial Group). Following its investigation, ASIC found that King is not a "fit and proper" person to provide financial services and likely to contravene financial services law. King has the right ...

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... short-term fluctuations. We remained confident in our long-term strategy, drawn from our global research capabilities, and did not make any changes to our strategic allocations." Broadly, the Mercer Super Trust has over one million members and $74 billion ...

Future Group reveals super fund returns, fee changes

ELIZA BAVIN  |  TUESDAY, 8 JUL 2025
... deliver these strong returns for GuildSuper and Child Care Super members, especially amid a global economic picture that is not without turbulence," Sheikh said. "The consistency of GuildSuper and Child Care Super's performance will make a real difference ...

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
... we do best". "By partnering with a highly awarded brokerage like Ortus Financial, who shares our team-first culture, we are not only enhancing our client proposition with best-in-class, specialised lending solutions and enabling the business to scale ...