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Showing 311 - 320 of 6512 results for "Jul"

Orbis Investments recruits top marketing executive

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
With fresh ambitions to grow its advised retail investor base, $72 billion fund manager Orbis Investments appoints a highly-credentialed marketing executive to its fold. Sarah Bunning, who just last month was the marketing director at Capital Group ...

CALI launches review of Life Code

ELIZA BAVIN  |  THURSDAY, 31 JUL 2025
The Council of Australian Life Insurers (CALI) has appointed Peter Kell to lead an independent review of the Life Insurance Code of Practice (Life Code). The review will begin on 1 October 2025. The Life Code sets enforceable standards life insurers ...

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 ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
Sequoia Financial Group has resumed trading after it responded to ASX queries over recent movement in the price and trading volumes of the stock. This comes as it also announced the departure of a board director. Sequoia entered a trading halt on July ...

RBA cut all but certain: Experts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
The Consumer Price Index (CPI) rose 0.7% in the June 2025 quarter and 2.1% annually, according to the latest data from the Australian Bureau of Statistics (ABS). "The CPI rose 0.7% in the June quarter, lower than the 0.9% rise in the March 2025 quarter," ...

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 ...

Mercer Super, Virgin Money Super members caught in Australia Post burglaries

KARREN VERGARA  |  FRIDAY, 25 JUL 2025
Mercer Super and Virgin Money Super members are the victims of an Australia Post security breach following several burglaries at its Melbourne GPO. Australia Post said the break-ins occurred between July 6 and 17 and the "theft of some mail articles" ...

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 ...

Federated Hermes 'not far away' from launching Australian wholesale products

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
Federated Hermes has primarily engaged with the institutional market, notably superannuation funds, in Australia, but this is set to change as the firm looks to tap into the local wholesale market. Federated Hermes international head of sales Clive ...