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Showing 521 - 530 of 13954 results for "State"

SQM sheds light on Shield Master Fund, First Guardian ratings

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
SQM Research is facing scrutiny over its questionable ratings of the defunct Shield Master Fund and First Guardian schemes. SQM Research managing director Louis Christopher has released a statement overnight explaining the assigned ratings. Christopher ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
Colonial First State (CFS) has tapped J.P. Morgan Asset Management (JPMAM) to help launch its first private equity offering. JPMAM's Private Equity Group (PEG), which manages US$35 billion in for global clients, will invest in secondaries and co-investments ...

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 ...

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. ...

Mulino sits on Tranche 2 for now, grapples with complexity

KARREN VERGARA  |  WEDNESDAY, 30 JUL 2025
Minister for financial services Daniel Mulino says releasing the next exposure draft for the "complex" second tranche of Delivering Better Financial Outcomes (DBFO) reforms is a top priority, but the financial advice sector should not expect it anytime ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
A permanently banned former financial adviser has been slapped with multiple charges for allegedly making dishonest representations to potential investors in relation to acquiring shares in his own doomed company. Donald James Cuthbertson, the founder ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... someone needs to be paying closer attention. "ASIC is interested in the accuracy and transparency of underlying investments," State Street country head, Australia Tim Helyar says. "Do funds really have full transparency into what they're buying?" ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... Royal Commission sentiment shift away from major institutional wealth managers like AMP, Insignia, BT, and Colonial First State. "However, these institutions have since evolved to comply with regulatory reforms and significantly improved their product ...

Economic growth has 'moderated': CommSec

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
Western Australia has once again claimed the top spot in the latest CommSec State of the States report, leading the nation's economic performance rankings for a fourth consecutive quarter. South Australia also began 2025 with a bang, climbing from fourth ...