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Showing 161 - 170 of 8314 results for "Retail"

More than 2000 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  MONDAY, 1 DEC 2025
... be an existing provider when the deadline hits, they will not be able to resume providing personal financial advice to retail clients until they've completed a professional year and obtained a degree or relevant degree or qualification. They will also ...

Former ASIC supervisor joins crypto platform as operating chief

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... is changing rapidly but perhaps the simplest example of this shift is talent like Adam moving from Australia's largest retail traditional finance broker into the sector. "We're delighted to have him on board to advance our mission to increase economic ...

CareSuper exec joins Prime Super

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... said, before Williamson was named head of risk at Bendigo, he served as head of risk at Bendigo Superannuation, a small retail fund with$1.5 billion of funds under management in 2022. "We're pleased to have Matt join the Prime Super team. His leadership ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
... investment research, he has delivered critical research and insights to clients across institutional superannuation and retail investment advice, blending methodical fund manager analysis with strategic asset allocation work. Known for his data forensics ...

Principal rejoins Mercer team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... having worked at TAL for ten years and Reinsurance Group of America for four. At both firms, she was responsible for pricing retail and group insurance tenders. Lu began her career at Mercer in 2006, where she spent five years as a consultant for various ...

Superannuation assets jump to $4.5tn: APRA

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... Industry super funds' assets under management (AUM) grew by 13% annually to $1.6 trillion, surpassing the total assets of retail and public sector funds combined. Retail super funds' AUM of $883.7 billion rose 11% year on year, while public sector ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
... enabling the business to provide financial product advice about derivatives, foreign exchange contracts and securities to retail and wholesale clients. It was founded by the UK-based entrepreneur Greg Secker in 2003; he is currently the founder of Greg ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
... Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ...

Revolution AM appoints distribution lead to drive expansion

RIDDHIMA TALWANI  |  TUESDAY, 25 NOV 2025
... needs while expanding the reach of its suite of private credit strategies, as they attract unprecedented interest from retail and wholesale clients. Price brings 20 years of senior leadership experience across funds management and retirement income. ...

MA Financial secures Queensland shopping district for nearly $700m

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
... $678.7 million via one of its managed funds. The deal, which is expected to settle in December, brings MA Financial's total retail real estate transactions to $1.2 billion since acquiring IP Generation in September 2025. The asset will be held in a single-asset ...