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| | | ... corrections order since late last year, is permanently suspended from providing any functions of a financial services business. An ASIC investigation found that, between April and October 2019, Trevillian forged four portfolio performance verification ... |
| | | | ... month, Praemium reported net outflows for OneVue of $322 million for FY25; however, its separately managed accounts (SMA) business received net inflows of $610 million for the period. In total, Praemium's funds under administration increased 12% year ... |
| | | | ... regime? But the day it reported was its worst one-day move in its 30-year listing history," Colosimo said. "Its core plasma business was a bit weak, it's seeing weaker margins and appears to be losing market share, and CSL's outlook statements also suggested ... |
| | | | ... projects. Treasurer Jim Chalmers said it is designed to improve the investment environment by streamlining how investors and business interact with the government, helping them navigate approvals processes and fast-track major projects where possible. ... |
| | | | ... Advice breached numerous financial adviser obligations which are aimed at protecting clients, and that their conduct and business model were unconscionable. Merhi provided clients with Statements of Advice which contained false or misleading statements ... |
| | | | ... past twelve months have been about rebuilding. The sale of Madison Financial Group was only the beginning; turning the business around still requires ongoing effort. This was accompanied by a broad restructure, delivering over $2 million in annual savings ... |
| | | | ... portfolio during a period of great growth and change and consistently delivered superior results for the financial markets business," he said. "The board is confident Rob is the right person to lead TCorp forward." Kenna joined TCorp in May 2021 as head ... |
| | | | Betashares has launched the first offering from its newly established private capital division, the Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective ... |
| | | | ... promote the important role financial advisers play in the country's socio-economic future. They can also be successful business owners, award winners, policy influencers, mentors and educators. The Power50 ranges from those that are active within ... |
| | | | ... it is "now actively exploring mergers and acquisitions". KAM's responsible entity (RE), trustee and administration business drove FUM growth in the 12 months to June, reaching $4.7 billion. Its ETFs and listed fund services had $303.3 million while ... |
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