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Showing 251 - 260 of 6946 results for "March"

Mercer SmartPath returns exceed 12%

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... one million members and $74 billion in assets under management, according to APRA's latest superannuation figures for March. SmartPath has about 450,300 members and $39.5 billion in savings. More than 60% of member funds is invested in equities ...

Adviser exam pass rate drops once again

MATTHEW WAI  |  MONDAY, 7 JUL 2025
... where they underperformed. The pass rate was the lowest in recent exams; some 73.4% passed in the previous session held on March 6. The next exam will be held on August 7. The booking period has commenced and will close on July 25. To date, 21,991 individual ...

Cbus, Rest deliver 'strong' returns amid heightened volatility

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
... Kiran Singh, co-chief investment officer, said: "The dominant US technology stocks continued their surge through to mid-March, before pulling back with the broader market following the US government's tariff announcements." "The announcements caused ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... this partnership will allow the firm to accelerate investment strategies and bolster wealth management capabilities. As at March 31, Janus Henderson had approximately US$373 billion ($567 billion) in assets under management.

HESTA returns 10.18% to members

ELIZA BAVIN  |  THURSDAY, 3 JUL 2025
... markets in recent months, with management of these risks remaining a focus. "While volatility has eased after a surge in March and April, geopolitical events remain an important consideration as we head into the new financial year," she said. "Our expectation ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
... His sentence is to be suspended for two years, with the judge saying he wanted to give Fuoco "one last chance." Between March 2019 and April 2023, he was found to have been involved in five companies: State Advice, Ansa Finance, AFSL Group, About Advice ...

Local assets help deliver 12% for ART

KARREN VERGARA  |  WEDNESDAY, 2 JUL 2025
... on a total return hedge basis, local equities did somewhat better than global equities for the year," he said. APRA's March 2025 data shows that ART allocates 27% of funds to listed Australian equities and 22% in hedged international unlisted equities. ...

Metrics managing partner departs

ELIZA BAVIN  |  WEDNESDAY, 2 JUL 2025
... Partners has announced that managing partner Graham McNamara has advised the board of his intention to retire, effective 31 March 2026. Metrics said McNamara's retirement forms part of a "carefully managed" leadership transition plan. "He will remain ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... savings have come under the watchful eye of prudential regulator APRA for the first time. APRA's latest statistics for the March 2025 period breaks down the state of retirement products the superannuation sector has on offer. The data reveals that ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Zenith Investment Partners will see the departure of its lead consultant, highlighting the intensifying battle for experienced asset consultants. Zenith lead consultant Steve Tang is understood to have joined colleague Ben Davis at Ascalon Capital. ...