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Showing 201 - 210 of 6194 results for "Statement"

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... defunct Shield Master Fund and First Guardian schemes. SQM Research managing director Louis Christopher has released a statement overnight explaining the assigned ratings. Christopher claimed some media coverage has not been presented with "full or accurate ...

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... time of growth. It's an exciting opportunity to help further elevate the Orbis brand in Australia," she said in a statement. Bunning joined the group on July 28.

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... must ensure appropriate supervision is provided to the provisional relevant provider and must approve, in writing, any statement of advice provided by the provisional relevant provider to a retail client," ASIC said. PRPs can only provide personal advice ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... in the NFP sector. I look forward to supporting them in achieving long-term, impactful outcomes," said Trusler in a statement. A CFA Charterholder and lecturer for the CFA curriculum, Trusler is part of the CFA Society Australia's National Diversity ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA  |  WEDNESDAY, 30 JUL 2025
Minister for financial services Daniel Mulino says releasing the next exposure draft for the "complex" second tranche of Delivering Better Financial Outcomes (DBFO) reforms is a top priority, but the financial advice sector should not expect it anytime ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
Custodians are stepping up as regulators target super funds' $3.5 trillion private asset rush. Australia's super funds face mounting scrutiny over their rapid shift into private markets, as concerns grow about transparency, valuations and liquidity ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

AustralianSuper taps NYC pension deputy CIO

MATT TOLEDO  |  THURSDAY, 24 JUL 2025
... expand our Private Equity portfolio," said Terry Charalambous, AustralianSuper's global head of private equity, in a statement. "Eneasz brings vast knowledge of the U.S. private equity market, and important long-standing relationships with investment ...

Treasury wants 'more confidence' in sustainable product labels

MATTHEW WAI  |  MONDAY, 21 JUL 2025
... demonstrate results and mobilise the investment we need to reach net zero and other sustainability goals," the Treasury statement said. "The roadmap is all about helping to mobilise the capital required for Australia to become a renewable energy superpower ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... Skye Wealth, which operates out of Greensborough, Victoria. According to ASIC, the unregistered adviser presented a Statement of Advice to a client in relation to life insurance products. "Failure to register a financial adviser creates a risk for consumers ...