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Showing 1251 - 1260 of 16719 results for "Client"

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... some advisers to pivot. "This was an unexpected jolt, but advisers largely stayed the course with the majority expecting client allocations to Australian and US equities to remain steady as they assessed how volatility would play out," Reedman said. ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ...

SS&C lands mandate from local boutique fund services provider

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
SS&C Technologies has been awarded a mandate by a boutique fund services provider to investment managers in Australia to support its fund services operations. Fundhost, which has $2 billion in assets under management, provides responsible entity, trustee ...

Islamic finance industry association established

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUN 2025
... will work closely with government and regulators to represent our members while prioritising both industry standards and client and member interests," Omran said. "Given the changing landscape in both regulation and structure, as an industry, we believe ...

Touchstone closes flagship fund

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... has $930 billion of assets under management and advisement, managing over $715 billion fixed income assets for a global client base.

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ...

Perpetual promotes two to strengthen fixed income team

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Perpetual has named a new head of credit and fixed income, and a deputy portfolio manager of its flagship trust. Vivek Prabhu has taken over the reins as head of credit and fixed income, extending his 20-year tenure at the organisation. The announcement ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025. Australia now sits just behind the US (34%) as one of the most optimistic countries ...

Dai-ichi Life acquires 15% of M&G

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... brings together two highly complementary international businesses with shared growth ambitions who aim to deliver excellent client service and sustainable shareholder returns. "It will enable us to further capitalise on the significant private market ...

Iress completes sale of super business

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Iress has today completed the sale of its superannuation business to Apex Group. Apex Group purchased the super business for $40 million cash and additional payments of up to $20 million over 12 months subject to agreed revenue milestones. The terms ...