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Showing 251 - 260 of 5795 results for "Admin"

CareSuper, MIESF schedule merger for October

JAMIE WILLIAMSON  |  THURSDAY, 31 JUL 2025
... also currently runs its own administration operations. One of the few funds to do so, CareSuper inherited its insourced admin model in the merger with Spirit Super, which had in turn inherited it from Tasplan when it merged with MTAA Super to create ...

Adviser banned for PRP supervision failures

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
A financial adviser that did not properly supervise a provisional relevant provider (PRP) is now banned from the industry for five years. Ian Wailes Potter of Superannuation Advice Australia has been banned from providing any financial services, controlling ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

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 ...

Private debt leads fixed income returns: Research

ELIZA BAVIN  |  WEDNESDAY, 23 JUL 2025
The Morningstar Fixed Income Sector Wrap found the fixed income sector has seen a robust 12 months across the board. Morningstar's qualitative research assessments currently cover 79 fixed-income strategies available to Australian investors. "It was ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Praemium has reported funder under administration (FUA) of $64.3 billion to 30 June 2025, marking an increase of 12%. Praemium's next generation IDPS Spectrum achieved quarterly net inflows of $339 million, resulting in FUA of $2.38 billion for the ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Insignia Financial has entered into a Scheme Implementation Deed (SID) to be acquired by New York-based CC Capital Partners for a value of $3.3 billion. CC Capital has agreed to acquire all the issued shares in Insignia for a cash consideration of $4.80 ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
SS&C Technologies Holdings is set to acquire Calastone for nearly $1.6 billion (£766m) upon Carlyle Group announcing it will divest the majority stake it bought in 2020. Upon completion of the deal, which is expected to be in the final quarter of 2025 ...

CC Capital drags feet on Insignia takeover bid

KARREN VERGARA  |  MONDAY, 21 JUL 2025
CC Capital Partners continues to drag its feet on making an official takeover offer for Insignia Financial, surpassing the two-week timeframe it promised it would make a binding bid within. The announcement released on the ASX this morning states that ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
Following the departure of VFMC's head of portfolio strategy and asset allocation Leanne Taylor, senior portfolio manager Kuek Chyuan Low has stepped into the role in an interim basis. Taylor resigned from the role she held since 2022. She told ...