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Showing 1 - 10 of 123 results for "Plan B"

ASX is 'compromised' and 'lacks aspiration': Final report

ELIZA BAVIN  |  THURSDAY, 2 APR 2026
The ASX Inquiry Panel has released a damning final report into the ASX, focusing on governance, capability and risk management frameworks and practices across the group. The panel conducted more than 140 stakeholder interviews, reviewed submissions ...

Regal Partners makes two senior hires

ELIZABETH FRY  |  THURSDAY, 23 OCT 2025
... distribution director she drove profitable growth in funds under management for its affiliated boutiques. She also worked at Plan B Wealth Management in Auckland earlier in her career.

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ...

Federal Court slaps Mawhinney with 15-year ban

KARREN VERGARA  |  MONDAY, 8 SEP 2025
Mayfair 101 Group director James Mawhinney has been banned from receiving or soliciting funds related to financial products for 15 years after the Federal Court determined he had a "cavalier attitude to compliance" and was "reckless" in operating his ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
Royal London Asset Management has appointed a Sydney-based regional sales head to expand the firm's footprint in Australia. The UK active investment manager named Kevin Haran to assume the newly created role. Haran will be responsible for establishing ...

Government to 'crack down further' on financial abuse

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
The government will introduce new measures to target perpetrators of financial abuse, as part of its gender equality plan Building Australia's Future: Labor's Commitment to Women, launched yesterday by Labor senator Katy Gallagher and minister for social ...

Deficit to reach $26bn: Deloitte

KARREN VERGARA  |  MONDAY, 17 MAR 2025
The federal government's pre-election budget is expected to unveil an underlying cash deficit of $26.1 billion for the 2025 financial year, while revenues will deteriorate by $11.3 billion over four years, a new report from Deloitte shows. The deficit ...

PM Capital confirms proposal to acquire Platinum funds

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
PM Capital Global Opportunities Fund (ASX: PGF) has confirmed it made a play to acquire two funds managed by Platinum Asset Management. PGF revealed it lobbed confidential, non-binding offers to snap up Platinum Capital Limited (ASX: PMC) and Platinum ...

Cbus faces fresh investigation over fund expenditure practices

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
Cbus is under investigation by APRA for possible breaches of superannuation legislation, with the regulator announcing the probe alongside a court-enforceable undertaking to address the super fund's risk management and oversight of key fund services. ...

eToro acquires Spaceship, sets sights on super sector

JAMIE WILLIAMSON  |  FRIDAY, 27 SEP 2024
The global trading and investment platform is tapping into the superannuation sector with the acquisition of Spaceship, in a deal worth as much as $80 million. eToro has agreed to acquire Spaceship, expanding its local business and suite of offerings. ...
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