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Showing 321 - 330 of 5442 results for "Matt"

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ...

TT Investments improves cash offer for 360 Capital shares

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
Following the unsuccessful takeover effort in September, TT Investments has updated its bid to acquire the shares it doesn't already own in ASX-listed investment manager 360 Capital Group (ASX: TGP). TT Investments is the largest shareholder of ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

Frontier recruits operating chief

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
Frontier Advisors has appointed a senior executive to oversee its expanded operations following its absorption of a 15-strong investment team from State Super. Louise Hulley will join Frontier as its first chief operations officer. The appointment follows ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... Investments and BDO, where he advised on mergers and acquisitions, financial modelling and valuations. Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has ...

Morningstar boosts analyst team

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... presentations and materials for institutional clients. She earlier worked at Allianz Global in client service and sales support. Matt Olsen, Morningstar's director of manager research ratings, said the appointments would strengthen the firm's ...

Netwealth to spend $101m compensating First Guardian victims

JAMIE WILLIAMSON  |  THURSDAY, 18 DEC 2025
... become evident this was the only way to restore members in a timely manner. Netwealth chief executive and managing director Matt Heine said the decision to remediate members allows the company to move forward. "We know the level of distress the collapse ...

Receivers appointed to First Mutual Private Equity

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
The Federal Court has appointed receivers for the assets of First Mutual Private Equity (FMPE) and its sole director Gregory Raymond Cotton over allegations investor funds were gambled. Robert Woods and Salvatore Algeri of Deloitte SRT have been appointed ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
Perpetual has extended the exclusivity deed with Bain Capital Private Equity to Q1 next year. In an ASX announcement this morning, Perpetual said while discussions are progressing well, there is no certainty of reaching a binding agreement, or that ...