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Showing 611 - 620 of 22089 results for "Tim"

MLC Super adds advice, education head

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
MLC Super has appointed a former AMP, Colonial First State and Zurich executive to lead its advice function. Craig Weber has joined the super fund as head of education and advice after spending over six years at Ignition Advice in a similar role. In ...

FX coaching platform handed additional conditions over compliance failures

MATTHEW WAI  |  WEDNESDAY, 26 NOV 2025
ASIC has imposed additional licence conditions on Learn to Trade (LTT) after it failed to comply with financial services laws over delayed lodgement, commanding it to appoint a consultant to review the business. LTT was granted an AFSL in January 2010 ...

DC funds "leaving member money on the table": Report

ANGELIQUE MINAS  |  WEDNESDAY, 26 NOV 2025
In a recent global peer study conducted by the Thinking Ahead Institute (TAI), defined contribution (DC) pension funds said they are concerned some members are not saving enough for retirement. The study found 60% of respondents are concerned their ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ...

Sequoia shares dive nearly 50%

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Sequoia Financial Group's share price has dived nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price ...

Two financial services directors fined $15k over reporting failures

MATTHEW WAI  |  TUESDAY, 25 NOV 2025
Directors of Sheffield Insurance Pty Ltd (trading by the name of Sheffield Insurance Services), Phillip Bird and Daniel Holmes, have been convicted of two offences and fined $15,000 over failure to lodge financial statements and auditors' reports with ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... advisory services. "We are thrilled to welcome Garth and Cathy to the Mason Stevens platform," Mason Stevens chief executive Tim Yule said. "Their decision to partner with us reflects the growing demand for sophisticated, client-focused wealth management ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
T. Rowe Price and Oak Hill Advisors (OHA) have launched the Flexible Credit Income Fund AUD (OFLEX AUD), specifically designed for wholesale investors. OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap ...

Macquarie makes bid for Qube

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
Macquarie Asset Management (MAM) has made a proposal to acquire Qube Holdings for $5.20 per share. Both firms have now entered a deed which gives Macquarie an exclusivity period until February 2026 to carry out its due diligence on the logistics firm. ...

PPS Mutual appoints head of distribution

KARREN VERGARA  |  MONDAY, 24 NOV 2025
PPS Mutual has appointed a new head of distribution, succeeding Brian Pillemer who is retiring. Daniel Waller takes on the role after finishing up a career break to look after his family. Waller was previously the general manager of business partnerships ...