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Showing 131 - 140 of 4032 results for "Accounts"

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
... (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through the end of the 2026 financial year to ...

Most read in 2025: Superannuation

ELIZA BAVIN  |  MONDAY, 22 DEC 2025
... most attacks were repelled, thousands were affected. Later that month, AustralianSuper confirmed 600 members had their accounts accessed in the cyberattack and 10 suffered a financial loss totalling $750,000. Treasury unveils major super tax changes ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail IDPS and ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. 4. Tranche 2 of DBFO dumps SOAs, enables 'nudges' The long-awaited Tranche 2 of the Delivering Better ...

Receivers appointed to First Mutual Private Equity

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... The orders will remain in place, ASIC confirmed. However, they are allowed to withdraw a further $250,000 from the bank accounts, subject to the freezing orders, to cover legal costs. The investigation is continuing, and the next hearing will take place ...

Equity Trustees hit with additional licence conditions

ELIZA BAVIN  |  THURSDAY, 18 DEC 2025
... member assets. ETSL acts as trustee for 11 registrable superannuation entities (RSEs) and has approximately 649,000 member accounts and over $37 billion in funds under management. The additional licence conditions follow APRA's recent thematic review ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
... reduce by over $2.6 million in FY25 on the back of increased expenses. EBITDA increased by 16% to $10.6 million. Managed accounts funds under management grew to $423 million, a 40% increase from FY24, driven by distribution across six investment and ...

Mulino wants PII to step up to make CSLR sustainable

KARREN VERGARA  |  MONDAY, 15 DEC 2025
... according to the consultation paper. Financial services' total premiums amount to some $300 million per year. This accounts for about 10% of PII premiums across all sectors in Australia. "The obligation on licensees to have adequate compensation ...

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... to ensure a smooth transition. The firm also confirmed there will be no changes to the portfolio management of client accounts. Executive director of investment management, Troy Swann, will continue to lead the group's forward strategy and governance ...