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Showing 51 - 60 of 2176 results for "In March"

68% pass financial adviser exam: ASIC

KARREN VERGARA  |  MONDAY, 8 DEC 2025
... well," he said. Overall, a total of 11,037 people undertook the CFP exam in 2025. The exam is offered three times per year in March, July and November.

APRA stress tests for potential ASX failure

ELIZA BAVIN  |  THURSDAY, 20 NOV 2025
... the Reserve Bank of Australia (RBA) and ASIC lambasted the ASX over concerns around its management of operational risk. In March 2025, RBA governor Michele Bullock said it was "deeply disappointing". "ASX operates critical infrastructure that plays a ...

CalPERS adopts total portfolio approach

JAMIE WILLIAMSON  |  TUESDAY, 18 NOV 2025
... 2024, NZ Super Fund achieved an average annualised return of 10.03%. The average return among pension funds was 6.8%. In March, the Thinking Ahead Institute found those funds using TPA outperformed funds using SAA by 1.3% over 10 years. "This is an evolution ...

Macquarie terminates more options

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... Management (MIML), as trustee of the Macquarie Superannuation Plan, yesterday revised its list of options that will terminate in March 2026. As at October 24, Macquarie announced it would cull 251 investment options on its Wrap platform. There are now ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
... increasing their allocations, followed by access to quality opportunities and concerns over high fees or lack of transparency. In March 2025, Woodbridge Capital made a series of recommendations to ASIC including mandating stress-testing, liquidity buffers ...

State Street Investment Management invests in Coller Capital

KARREN VERGARA  |  TUESDAY, 4 NOV 2025
... Coller Capital recently closed the Credit Opportunities II fund at US$6.8 billion. Alexander Ordon joined Coller Capital in March as a director for Australia and New Zealand to support the private wealth secondaries solutions business. He spent six years ...

Number of AFSLs plateaus: Rainmaker

ELIZA BAVIN  |  MONDAY, 3 NOV 2025
... over the 12 months. "AFSL numbers seem to have plateaued just under 1900. The last time AFSL numbers were above 2000 was in March 2022," the report said.

Crown Wealth director banned for two years

KARREN VERGARA  |  THURSDAY, 30 OCT 2025
... for no service misconduct by Lighthouse Partners, one of its representatives. ASIC cancelled the AFSL of Crown Wealth in March 2024, after it was placed into voluntary administration. It was previously allowed to provide advice to retail and wholesale ...

APRA updates governance framework

ELIZA BAVIN  |  FRIDAY, 24 OCT 2025
... its consultation to modernise the prudential framework on governance for superannuation trustees, banks and insurers. In March, APRA proposed eight measures to update its cross-industry prudential standards and guidance on governance for the first time ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... sometimes by as much as four years. And it's not only a failure of their duty to members, but a failure of their systems. In March, ASIC's claims handling report found 78% of delays were caused by processing issues within the trustees' control. ...