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Showing 671 - 680 of 7233 results for "platform"

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... research house, SQM Research, which gave both funds' ratings and provided the necessary research for them to get onto a platform. In this case, Shield was made available through Macquarie Investment Management and Equity Trustees. First Guardian ...

Fidante partners with Fulcrum, expands alts offering

RIDDHIMA TALWANI  |  WEDNESDAY, 15 OCT 2025
... Fulcrum managing partner Joe Davidson said this will remain an independent partnership, providing the firm with a strong platform for growth in Asia Pacific. "We are delighted to enter into a formal partnership with Fidante. There is strong alignment ...

Australian super funds 'important' for the UK economy

MATTHEW WAI  |  TUESDAY, 14 OCT 2025
... three super-prime office buildings in central London and is involved in a $1 billion investment in a UK battery storage platform. Last year, AustralianSuper revealed that it will deploy more than £8 billion ($16bn) of new capital into the UK, including ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows ...

ASIC seeks compensation for Shield victims from EQT

ELIZA BAVIN  |  MONDAY, 13 OCT 2025
ASIC has updated its Statement of Claim in the proceedings against Equity Trustees (EQT) to include a claim for compensation for losses incurred by members of the AMG Super and Super Simplifier platforms who invested in Shield Master Fund. This is in ...

ASIC helping with law reform over Shield, First Guardian

ELIZA BAVIN  |  FRIDAY, 10 OCT 2025
... that stems the significant losses that threatened thousands of members' retirement savings after they used Macquarie's platform to invest their super in Shield," he said. "As I have already said publicly a number of times, ASIC's first priority in the ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
... cooperatively with industry bodies and regulators in relation to members who invested in First Guardian via the Netwealth platform. "Our position remains that the First Guardian matter is a case of fraud and that Netwealth has complied with all relevant ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
... 57% of their time engaging in client-facing activities, while still using manual reporting processes. HUB24 said the platform automates data collection and verification across multiple systems, using interactive visuals and client-specific data insights. ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... passionate about bringing quality advice to regional Australians, they're my community." "My vision is to build an accessible platform where women can find practical resources about life insurance and advice and be empowered to make confident informed ...