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Showing 51 - 60 of 563 results for "Joe"

Fidante partners with Fulcrum, expands alts offering

RIDDHIMA TALWANI  |  WEDNESDAY, 15 OCT 2025
... Fidante's growth strategy by expanding its alternatives offering at a time of rising client demand. Fulcrum managing partner Joe Davidson said this will remain an independent partnership, providing the firm with a strong platform for growth in Asia Pacific. ...

ASIC helping with law reform over Shield, First Guardian

ELIZA BAVIN  |  FRIDAY, 10 OCT 2025
ASIC chair Joe Longo has told a Senate estimates hearing that the corporate regulator is working closely with Treasury and the government on law reform in the wake of the Shield Master Fund and First Guardian Master Fund collapses. Longo said high risk ...

ASIC reports 50% jump in investigations in FY25

RIDDHIMA TALWANI  |  THURSDAY, 9 OCT 2025
... year, ASIC highlighted a ramp up in its enforcement activity and work to address regulatory complexity in markets. ASIC chair Joe Longo, said investments in the agency's operational capabilities, including in its digital technologies, cyber resilience ...

ASIC approval puts Cboe, ASX on level playing field

MATTHEW WAI  |  TUESDAY, 7 OCT 2025
... products, particularly ETFs, which are already available under Cboe's existing Australian market licence, ASIC said. ASIC chair Joe Longo said the approval builds on the discussion paper in February, which explored the changing dynamics in Australia's ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
Grattan Institute has recommended changes to help simplify the superannuation system, including pushing for retirees to place 80% of their super balance into an annuity, possibly offered by the government itself. In its submission to the Treasury consultation ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser of the Year Award are Nikki Booth from My Wealth Solutions, Adam Lai of Green Associates ...

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... They will help promote confidence, improve market integrity and empower investors to make informed decisions," ASIC chair Joe Longo said. "When an industry agrees on clear standards, it shows a strong commitment to doing things right and we welcome the ...

ASIC chair calls it quits

KARREN VERGARA  |  FRIDAY, 19 SEP 2025
ASIC chair Joe Longo has tendered his resignation, to finish up in 2026. In June, Longo told the Secretary to the Treasury he would not be seeking an extension of his term, which finishes up on 31 May 2026. A former lawyer, Longo replaced James Shipton ...

Equity Trustees slashes value of Shield investments

JAMIE WILLIAMSON  |  THURSDAY, 18 SEP 2025
... destitute due to misconduct, negligence or fraud," it said. Appearing before a parliamentary committee this morning, ASIC chair Joe Longo said it could be as many as 15,000 investors who have been impacted by the Shield and First Guardian failure. However ...