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Showing 1271 - 1280 of 16719 results for "Client"

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... relevant." "... they're all areas in which wealth managers can sharpen their value propositions through exceptional advice and client management," the report said. The report also noted increased volatility in global markets will heighten the importance ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees. The guidance follows the release of the ATO Tax Determination in September last year, which the ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
While we know that during turbulent times it is critical not to let emotions get in the way of investing, an investment expert and former policymaker says it is equally important to remain active and not lean in on cash. Amid the volatility and frenetic ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... reviews and signing new agreements. Centrepoint said Brighter Super has until June 11 to complete its audit and provide final client counts and associated figures, which will determine the final settlement amount, which is calculated based on a multiple ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
The Future Fund's Sydney office continues to grow with Edwina Matthew and Anish Gupta joining the organisation. Australia's sovereign wealth fund said Matthew comes on board as director of responsible Investment. Before joining the Future Fund ...

QIC hires institutional sales director

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... network and knowledge of the Australian institutional investor market, with a strong record of driving sales strategy and client relationships." Reporting to Paul Raih, the head of institutional distribution for Australia, Abercromby will be responsible ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

Former director sentenced over 'test' trading accounts

MATTHEW WAI  |  THURSDAY, 22 MAY 2025
A former financial services director, who dishonestly obtained near $1 million by tricking his clients into investing into a "test" trading platform, has had his sentence handed down. Mark Francis McCabe was sentenced to four years and three months' ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... private markets, multi-jurisdictional regulatory reporting and customised private market product solutions for a range of client segments - from family offices through to retail investors. "Our partnership with S64 is an exciting milestone for DASH. ...

MA Financial eyes acquisition

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
MA Financial has confirmed it is in talks to acquire IP Generation (IPG), a real estate asset manager with around $2 billion in assets under management (AUM). "MA Financial has a longstanding relationship with IPG, having provided property management ...