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Showing 1281 - 1290 of 16719 results for "Client"

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... $100,000, with the most significant reductions applied to balances between $200,000 and $800,000. "For an Expand Extra client with an account balance of $250,000 it means a saving of more than $330 per annum on the current disclosed fees, representing ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... respected figure" in the industry and said he will be instrumental in sharpening its focus on delivering market-leading client outcomes. "His appointment is a strategic move that supports our goal of delivering a best-in-class adviser experience, and ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... in The Wolf of Wall Street, while the term "adviser" is met with friendly conversations between a professional and their client with more female representation. As a result, Clifford said it was important to encourage more female representation in the ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Increased scrutiny and costs are just some of the challenges facing listed companies and forcing private companies to stay private for longer. According to Australasian Investor Relations Association chief executive Ian Matheson, there are four main ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... this. "Typically, financial planners are charging a minimum of $3000, more likely starting at $5000 and often $20,000 per client. The consequence and conundrum of that is you can only handle so many clients... and that particular side of the industry ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. ...

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
... purported to authorise withdrawals from their Wealthtrac superannuation accounts. ASIC said Valvo had created fictitious client file notes allegedly detailing conversations which purported to record some of his clients' consent to his withdrawal of the ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
... conduct that was misleading or deceptive. ASIC alleged Pearson created documents to disguise the fact she was funnelling client money into a bank account held in her company's name, Colisa, without their knowledge. It also alleged she misled her ...

Dexus accused of breaching confidentiality in airport stake sale

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
Dexus, the trustee and manager of a 27% stake in Australia Pacific Airports Corporation (APAC) - the owner of Melbourne and Launceston airports - on behalf of various investors (the Dexus Bloc), is facing allegations from the APAC board of breaching ...