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Showing 111 - 120 of 16365 results for "Client"

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... clients who consult an AI adviser as "less competent". Research author associate professor Gerri Spassova said learning a client has sought AI advice decreases the adviser's motivation to work with that client. Importantly, this effect persists even ...

Alter Domus to acquire MSC Group

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... Zanapalis serves as the head of South APAC and private credit based in Sydney. Singapore-based Alter Domus global head of client delivery and APAC Babloo Sarin said acquiring MSC Group "brings together two complementary teams and underscores our commitment ...

Magellan awards $5.3bn global equities mandate

ELIZA BAVIN  |  TUESDAY, 5 MAY 2026
... responsibility for distribution. "Today's announcement reflects our commitment to putting clients first and our insight into client needs today and in the future. We have carefully considered this decision and are prioritising client outcomes whilst ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... and scale their own practices, while leveraging Openmarkets' depth of infrastructure and expertise. Advisers own their client relationships and have the flexibility to run their business in a way that best serves their clients," chief executive Dan Jowett ...

FEATURE: Fixed income | Adjusting the lens

PENNY PRYOR  |  TUESDAY, 5 MAY 2026
... now, and we still think that is going to continue because there's all the stimulus coming through this year," senior client portfolio manager at Franklin Templeton Richard Rauch 04 says. But as a tax on consumption, the higher oil prices may be enough ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... advisers to support professional clients. Qayumi joins from AIA Australia where he spent more than eight years in business and client development roles spanning retail distribution and group corporate. He also worked at ANZ, Asteron Life and CommInsure. ...

Vale Steven Glass

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
Pella Funds Management co-founder and managing director Steven Glass has passed away. "To all of us at Pella, Steve was far more than a colleague, he was a close friend and a valued part of our family. From the very beginning, he brought energy, and ...

Navigator Global buys shares in 17 managers, enters partnership

JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2026
Navigator Global Investments is acquiring a portfolio of interests in 17 alternative investment managers as part of a broader strategic partnership with Stable Asset Management. Navigator will pay $270 million for a portfolio of net revenue share interest ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... also managed by the equity advantage team, as an Australian unit trust last November. LAM manages about $379 billion of client assets globally. Parent company Lazard announced last week it entered into an agreement to acquire Campbell Lutyens, a global ...

Former Berndale director pleads guilty

VINNY VUCAGO  |  MONDAY, 4 MAY 2026
... The court heard D'Amore transferred $681,496.98 between 2017 and 2018, funds he knew were largely sourced from retail client deposits. Former clients of the firm are still owed more than $8.9 million. The case stems from the collapse of Berndale ...