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Showing 671 - 680 of 5464 results for "Matt"

Microsoft flips AI switch on for MUFG

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
MUFG Pension and Market Services (MPMS) has collaborated with Microsoft to adopt AI-powered solutions across its MUFG Retirement Solutions and MUFG Corporate Markets business divisions. The five-year strategic partnership is built on a co-investment ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
ASIC has permanently banned financial adviser Barry David King of Melbourne following several years of misusing client funds and falsifying documents. King was found to have engaged in serious misconduct, including concealing information from clients ...

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
... retain partial ownership, hold a board seat, and remain actively involved throughout the transition. Findex co-chief executive Matt Games said the partnership will allow both firms to excel in "what we do best". "By partnering with a highly awarded brokerage ...

Barings expands into local self-storage sector

MATTHEW WAI  |  MONDAY, 7 JUL 2025
The asset manager has acquired a majority stake in Swift Storage, committing $200 million in seed investment. The acquisition includes majority ownership in both the existing portfolio of assets and the operating business. Swift Storage was founded ...

Adviser exam pass rate drops once again

MATTHEW WAI  |  MONDAY, 7 JUL 2025
The results of the 29 th Financial Adviser Exam have been handed down, with only 66% of candidates passing. In the June 5 exam cycle, a total of 237 people sat the exam; 75% (179) sat the exam for the first time. Eighty people (34%) have failed the ...

Plenary adds to executive lineup

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
Plenary Group has unveiled a slew of promotions to its senior management structure, including the appointment of a new chief investment officer. All appointments will continue to work alongside the existing senior management teams in Asia Pacific and ...

Cbus, Rest deliver 'strong' returns amid heightened volatility

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
Cbus and Rest have reported their results for the financial year ending June 30, sharing common themes in success from both domestic and global investments. Cbus Growth MySuper investment option returned 10.29% throughout the period. Its High Growth ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
The Compensation Scheme of Last Resort (CSLR) has released a FY26 revised levy estimate, coming down slightly from the figure estimated in January. The CSLR said the need for a revised estimate was triggered due to the initial levy estimate, issued ...

ASFA publishes new service standards on claims handling

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
ASFA has released a new ASFA Service Standard - Claims Handling in Superannuation: Insurance and Health Related Claims, which it said is a significant step forward in improving member outcomes. ASFA said the new standard was made to guide superannuation ...

LGT Crestone promotes investment duo

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
LGT Crestone has announced two senior promotions within its chief investment office, strengthening its asset allocation and capital markets leadership. Firstly, the private wealth firm has promoted Matthew Tan to head of asset allocation, acknowledging ...