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Showing 31 - 40 of 1747 results for "Evolv"

ASIC makes first move since putting private credit on notice

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
The market watchdog has made interim stop orders against two products operated by Stratfund, suspecting deficiencies in the target market determinations (TMD) for both products. Offered under the Australian Fixed Income Fund, the products in question ...

Treasury publishes final report into the ERS

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
The final report into the Enhanced Regulatory Sandbox (ERS) has been published by Treasury with six recommendations being made. Minister for financial services Daniel Mulino said the government would consider the recommendations and provide a response ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Final report into Life Code makes 85 recommendations

MATTHEW WAI  |  WEDNESDAY, 1 JUL 2026
The final report of an independent review of the Life Insurance Code of Practice (Life Code) has been finalised, proposing some 85 recommendations across aspects of mental health, customer vulnerability, claims handling, and sales practices. The review ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Euroz Hartleys has sold its capital markets business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
ASIC has called out superannuation trustees for not doing enough to protect retirement savings of Australians on platforms even after repeated warnings from regulators about the dangers of poor oversight. ASIC's report Safeguarding super: How well are ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

Apex takes on Mercer's NZ fund admin business

VINNY VUCAGO  |  THURSDAY, 25 JUN 2026
Apex Group has expanded its presence in New Zealand, agreeing to onboard Mercer New Zealand's fund administration operations as part of its broader growth strategy across Australasia. The transaction, expected to complete in the fourth quarter of 2026 ...

Equity Trustees opts out of super trustee business

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
Equity Trustees has decided to exit from its super trusteeship business via its subsidiary Equity Trustees Superannuation Limited (ETSL), after facing continued scrutiny over the Shield and First Guardian collapses. Equity Trustees commenced a strategic ...

Kudu acquires minority stake in Drummond Capital Partners

MATTHEW WAI  |  MONDAY, 22 JUN 2026
New York's Kudu Investment Management has acquired a minority stake in boutique investment manager Drummond Capital Partners as it looks to expand scope across the domestic wealth management industry. Kudu's investment, although undisclosed, is structured ...