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Showing 1041 - 1050 of 16391 results for "Client"

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... to lead private wealth in Asia Pacific. Santer was responsible for the wholesale strategy across Fidelity's largest client channel in the region. Blue Owl employs unique strategies that set it apart, including its GP strategic capital - where it ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... Park Avenue Securities (PAS), which has more than 2400 advisors covering approximately $98 billion (US$58.5 billion) of client assets under management. As a partner to PAS, Janus Henderson will develop investment solutions for PAS clients. Janus Henderson ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... "reasonable grounds" to believe the AFS licensees authorised a financial adviser, who gave personal advice to a retail client in relation to "relevant financial products" without being registered. ASIC said registration requirements are an "important ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... partnership, AIOFP members will be able to offer digital or hybrid advice services to clients. It will also enable all client cohorts to access single topic advice, delivered under the moneyGPS AFSL. The moneyGPS service targets client segments priced ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... appointment announced in recent months, joining Debbie Jensen who was hired in the newly created role of head of marketing and client value proposition. She joined from Dexus where she was general manager of funds management marketing. In early 2025 ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... range of factors that haven't been taken into account in this analysis, such as inter-funding, our individually negotiated client arrangements, and the costs we pay to third party providers in our 'manager of managers' approach," Mercer said of the analysis. ...

UGC's AFCA membership to cease

KARREN VERGARA  |  MONDAY, 7 APR 2025
... doesn't rely on the capital loss approach. "While this method might seem straightforward, it ignores the market exposure the client should have had and therefore does not account for potential gains or losses in other, suitable investments," AFCA ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
As Australians prepare for the great intergenerational wealth transfer, many are voicing concerns around navigating the legal, financial and investment aspects, a new study by Fidelity International found. In the next 20 years, Australia is on track ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...