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Showing 71 - 80 of 7031 results for "December"

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... the adviser and did my due diligence, Google checking and so forth," Kee says. This took place in November 2023 and in December her super savings transferred over to First Guardian. Kee opted for no insurance. In January, when she contacted Reilly Financial ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... that depicted the performance of the Polen Capital Focus Growth Strategy Fund and the fund against the MSCI ACWI since December 2014. By combining the performance of the strategy and the fund, it gave the appearance the fund had outperformed the index ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... mediate with ASIC regarding its separate actions as Sequoia had planned to do." Sequoia is currently suing AFCA for a December 2025 determination relating to one of its representatives and advice provided regarding Shield, but did not announce how that ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... available within the Sequoia group." Sequoia is currently suing the Australian Financial Complaints Authority (AFCA) for a December 2025 determination relating to one of its representatives and advice provided regarding the Shield Master Fund. The determination ...

L1 Group eyes golden returns with new LIC

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
... newly formed entity reported a rise in total funds under management ( FUM) to $17.6 billion across its strategies as at December 2025, driven by net outflows offset by positive investment returns of $3.2 billion. It had also launched a Global Long Short ...

Aware, TelstraSuper take final steps towards merger

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... exploring a merger with Equip Super, getting as far as signing a binding Heads of Agreement and deciding on leadership in December 2024. However, it terminated discussions in May 2025, saying it felt it was unlikely to achieve its objectives. Upon completion ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... businesses for $2.2 billion but was shot down due to Perpetual incurring a potentially substantial tax bill. At the end of December 2025, the wealth management unit had $21.9 billion in funds under advice (FUA) and $4 billion in philanthropic funds. ...

GQG's investment performance outpaces outflows

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026
... saw outflows of $5.94 billion (US$4.3bn). By comparison, the investment manager saw total outflows in the year ended 31 December 2025 of $5.8 billion (US$3.9bn). GQG released its FY25 results last month, reporting FUM of $231.27 billion (US$163.9bn). ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2026
... it has not been treated fairly. Sequoia Financial Group, Interprac's parent company, said the case relates to the December 2025 determination issued by AFCA in relation to complaints made against one of its representatives and the advice they provided ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... since 2017 when Shield had only come into existence in May 2021. Terheci was authorised by MWL from 1 June 2022 to 23 December 2024. Prior, she worked as an adviser for short periods at Aware Super and Equip Super. After leaving MWL she was authorised ...