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Showing 801 - 810 of 17792 results for "Into"

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
Praemium has integrated Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets ...

Former United Global Capital adviser banned

JAMIE WILLIAMSON  |  MONDAY, 1 SEP 2025
... for six years after ASIC found he failed key advice obligations when recommending clients invest their retirement savings into the Global Capital Property Fund Limited (GCPF). Petrovic advised clients to set up a self-managed superannuation fund (SMSF) ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... or until further order of the court. Clients of Merhi and his advisers invested about $296 million of their superannuation into First Guardian and some $230 million into Shield between 2020 and 2024. ASIC claims Merhi's businesses in return received ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... largely from executive costs, third-party service reductions, and IT renegotiations," he said. Such savings were reinvested into new advisers, operations staff, and investment specialists in funds management, operations and advice support. "Rebuilding ...

Life insurers double earnings in FY25

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... products five years ago, saying that IDII had accumulated losses of more than $3 billion at the time. APRA's intervention into loss-making IDII products helped curb a disastrous outcome that ultimately led to turnaround in 2022. Separately, superannuation ...

Real estate private credit market tips towards $153bn

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... ($1.8bn) and Japan ($1.4bn). Average fund sizes have also surpassed the US$100 million ($153m) mark since 2022. The cash flows into the Australian market are likely due to an "accessible and efficient environment", complemented by a well-established ...

TCorp chief executive retires, successor named

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... "David's strategic vision, drive for operational excellence and deep commitment to the public good has transformed TCorp into one of Australia's leading investment management managers, now entrusted with $120 billion in assets under management ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... said. "The test risks pushing superannuation members out of investment products which are meeting investment objectives and into more expensive, untested and/or potentially riskier products." Bendigo Superannuation Plan's Balanced Wholesale Fund ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... investments with their personal values. The report stated that advisers who actively discuss clients' values and incorporate them into financial plans can stand out in a crowded market.