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Showing 11 - 20 of 6980 results for "March"

ICS secures mandate for UK specialist fund manager

MATTHEW WAI  |  TUESDAY, 7 JUL 2026
... ATHENA, including local institutional investors like Active Super before the merger with Vision Super that took place in March 2025.

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... in the exam. This marks the 33rd exam cycle. The next exam will be held on August 20. The latest results are in line with March cycle, which saw 292 candidates sit for the exam with a 71.6% pass rate. An analysis by Padua WealthData highlighted the adviser ...

Team Super welcomes new chief of staff

MATTHEW WAI  |  MONDAY, 6 JUL 2026
... - a strong culture, great people, and a genuine commitment to making a difference for members." Team Super was formed in March last year by the merger between Mine Super and TWUSUPER, bringing together 150,000 members and $22 billion in funds under management ...

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
... followed by OpenAI at 11.5%. Incepted in 2022, the fund has a weighted average market capitalisation of US$340 billion as at March-end and charges a management fee of 2.75%. In the last year, it returned 65% p.a. According to the factsheet, the ARK Venture ...

MySuper provides consistent returns for members: Rainmaker

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
... over the financial year, while the highest monthly return of 2.7% occurred in April 2026. That followed a -3.4% decline in March after the outbreak of conflict in Iran, but the index rebounded by a further 2.3% in May, supporting a full recovery. As ...

AMP, CFS, MLC post double-digit returns

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... resilient global earnings and the structural momentum behind AI driving strong returns for our members," said Shelley. "The March sell-off was a reminder that geopolitical shocks can move markets quickly, but as super fund managers it's important we ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... next phase of Centrepoint's partnership with Astute, following the completion of the lending solutions transaction in March and expanding the group's advice footprint across Queensland.

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... his interest in that entity. Henry worked at Endorphin Wealth for 12 months before moving to Orion Financial Planning in March 2023 and then to BNR Financial Services, according to LinkedIn. "ASIC has not alleged dishonesty, fraud, or intentional misconduct ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... clear vision for growth makes it the right home for us." The transaction follows Esencia Wealth's Queensland expansion in March, when it merged with Financial 3 Wealth and Marsden Wealth Advisers, and its acquisition of FMA Wealth Management in December ...

WA director admits investor deception

VINNY VUCAGO  |  TUESDAY, 30 JUN 2026
... Corporations Act 2001. Each offence carries a maximum penalty of 15 years' imprisonment. The charges related to conduct between 13 March 2019 and 1 November 2023, during which Bowden allegedly raised more than $1.5 million from investors after representing ...