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Showing 841 - 850 of 19264 results for "Group"

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Praemium's administration solution Scope+ has been selected by Bell Financial Group to administer more than 2200 client portfolios. The partnership will see Praemium's funds under administration (FUA) grow by $6 billion to around $68 billion ...

Platinum, L1 merger to help fight 'organic business decline'

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... current chief financial officer Andrew Stannard and chief operating officer Joel Arber will remain in their roles. While the group will be rebranded, the Platinum and L1 Capital brands will be retained at the product level.

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Netwealth has reported a $24.8 billion increase in total funds under administration (FUA), including a record $15.8 billion in FUA net flows. Total FUA at 30 June 2025 was at $112.8 billion, and increase of $8.7 billion for the quarter, including $3.8 ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
Retail and advised investors both invested heavily into mining and energy industries in the first half of the year, according to new research from AUSIEX. Despite strong growth in the Commonwealth Bank share price, it isn't the most sought-after stock ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... trained or competent and is likely to contravene a financial services law. MWL Financial Services is part of MWL Financial Group, which is headquartered in Melbourne. Bradley was based in the Chatswood office in Sydney. His banning order took effect ...

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned for three years for failing to recognise the seriousness of fees ...

L1 Capital, Platinum seal merger deal

JAMIE WILLIAMSON  |  TUESDAY, 8 JUL 2025
... current chief financial officer Andrew Stannard and chief operating officer Joel Arber will remain in their roles. While the group will be rebranded, the Platinum and L1 Capital brands will be retained at the product level. The Platinum board, which ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... carries a financial services business. Between 2007 and 2024, King was an authorised representative of Principal Financial Group, Total Financial Solutions Australia, and Wealth Effect Advisory. Further until August 2024, King was a director of Wealth ...

Future Group reveals super fund returns, fee changes

ELIZA BAVIN  |  TUESDAY, 8 JUL 2025
Future Group has announced the returns for smartMonday, GuildSuper and Child Care Super while also announcing a fee reduction for smartMonday members. smartMonday super fund has reduced fees across all investment options effective 7 June 2025, delivering ...

MA Financial makes $380m real estate investment

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
MA Financial Group has confirmed institutional funding of $380 million for the delivery of a $540 million development in North Burleigh. The investment has been made via MA Financial's $1 billion Australian Real Estate Credit Vehicle was announced last ...