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Showing 141 - 150 of 3285 results for "Via"

Clime gains ground on culture, business model reset

KARREN VERGARA | FRIDAY, 3 OCT 2025

... Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. Infocus continues to license Clime Private Wealth via a dealer-to-dealer arrangement. "Clime's businesses rely on the frontline staff to be good. If they're not motivated ...

IFM Investors exits Australian PE strategy

RIDDHIMA TALWANI | THURSDAY, 2 OCT 2025

IFM Investors has dumped its Australian private equity strategy to prioritise global investments. The decision comes after the fund manager has struggled to scale the local strategy. "This decision, whilst difficult was carefully considered and we believe ...

Macquarie Wrap removes dozens of funds

JAMIE WILLIAMSON | WEDNESDAY, 1 OCT 2025

... to reimburse the retirement savings of about 3000 Shield Master Fund victims, whose superannuation was invested in the fund via Macquarie Wrap. The Macquarie Superannuation Plan has about $57 billion in assets on behalf of more than 145,000 members.

Feature: Digital advice | Sleeping giant

KARREN VERGARA | FRIDAY, 26 SEP 2025

... of time in following up our members or clients," Howie says. Currently, Insignia is looking to roll out digital engagement via app-based solutions to members. Howie says this aims "to stop manual phone calls out to follow up on things, so that, therefore ...

FINSIA chief executive steps down

ANGELIQUE MINAS | FRIDAY, 26 SEP 2025

... credentials, established commercial partnerships domestically and internationally, and increased member satisfaction and engagement via stronger net promoter scores," he said. El-Ansary, who took on the job in 2022, will conclude his tenure after spending ...

Macquarie to pay Shield victims in full

JAMIE WILLIAMSON | THURSDAY, 25 SEP 2025

... Australian super system and financial services more broadly." About $160 million of what was invested in Shield was done so via platforms tied to Equity Trustees. ASIC has already commenced proceedings against Equity Trustees for failing to exercise ...

GIM director slapped with travel restraints

KARREN VERGARA | WEDNESDAY, 24 SEP 2025

... director Darren Geddes has been barred from leaving the country for the next six months as ASIC alleges he misappropriated money via a sham bond investment scheme. ASIC did not provide details behind its allegations other than saying it sought the orders ...

Vale Rupert Smoker

MATTHEW WAI | TUESDAY, 23 SEP 2025

... Mary's Catholic Church in North Sydney at 10:00am on Friday, September 26. The service will also be available to view via a live stream. Smoker is survived by his wife, Sophie, and his two children, Jarvis and Austin.

ASIC chair calls it quits

KARREN VERGARA | FRIDAY, 19 SEP 2025

... ASIC's annual report. Despite receiving record funding since the Hayne Royal Commission, including massive contributions via the financial adviser levy and Compensation Scheme of Last Resort (CSLR), ASIC's effectiveness has come under fire in ...

FEATURE: Problem detected

MATTHEW WAI | THURSDAY, 18 SEP 2025

... going to hold you in good stead," Stavrou says. "That accountability for superannuation funds has recently been formalised via the Financial Accountability Regime from an accountability perspective, and I think that will shift the way that people think ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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