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Showing 1221 - 1230 of 16719 results for "Client"

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... year-to-date and $6.3 billion over the past year. "Global X wants to be a player that can fit all the different buckets in a client's portfolio," Jocum said. It wants to be "relevant to more clients," rather than being seen purely as a thematic and commodities-focused ...

L1 Capital, Platinum merger inches closer to reality

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUN 2025
... from Platinum, which is about $1.3 billion less than it had when the merger was first flagged. In May, an institutional client terminated a mandate valued at $958 million, while another institution redeemed $360 million. The manager also had net outflows ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
... practices, rising between 10% and 30%. The guide said there were several themes reflected in the data, including valuations for client registers filled with older clients - 80 years and over - skyrocketing. They are now achieving 1.5x recurring revenue ...

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
New research shows that boutique fund managers count their independence, specialist strategies and ability to align interests with clients as their main competitive advantage and what helps them earn the "boutique premium" over bigger players. The survey ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... Colonial First State as head of platform distribution. Hawke, who will now oversee portfolio construction, execution and client strategy, welcomed Roga to the team. "With his deep experience, proven leadership, and strong alignment to our client-first ...

IFM Investors chief of staff exits

JAMIE WILLIAMSON  |  MONDAY, 16 JUN 2025
... chief executive of wealth and chief product and operating officer for Asia Pacific. She's also previously worked as chief client strategy officer at Bennelong Funds Management, director of insights and strategy at Milliman, and senior manager, retirement ...

Royal London Asset Management plants flag in Australia

ANDREW MCKEAN  |  MONDAY, 16 JUN 2025
... Asset Management said it's executing a multi-year growth plan by broadening its investment proposition and expanding its client base in the UK and select international markets. Australia, Royal London said is a "natural growth market," given its cultural ...

ASIC cancels Financial Services Group Australia's AFSL

KARREN VERGARA  |  MONDAY, 16 JUN 2025
ASIC has cancelled the AFSL of Financial Services Group Australia (FSGA), which has links to the Shield Master Fund and First Guardian Master Fund. FSGA's responsible manager (RM) Graham Holmes has also been permanently banned from working in the ...

Fin365 to build one-stop-shop for financial firms

MATTHEW WAI  |  MONDAY, 16 JUN 2025
The Victorian-based software solution company for financial services has acquired Qwrk Outsourcing to formulate a one-stop-shop for outsourced services as demand grows. Qwrk was founded in 2010 as a paraplanning firm that transitioned into a full-suite ...