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Showing 131 - 140 of 16365 results for "Client"

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

Generation Life reports cyber attack

KARREN VERGARA  |  TUESDAY, 28 APR 2026
Generation Life is the victim of a cyber incident that involved a bad actor attempting unauthorised access via its third-party service provider, which has now been "contained". "At this stage, there has been no evidence of impact on Generation Life's ...

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
... at MLC, before moving to the private wealth division at Commonwealth Bank. She also spent nearly two years at Iress as client solutions consultant in the UK. More recently, she was head of operations at Lumiant, the cloud-based advice and client engagement ...

IFM Investors makes $7bn bid for Atlas Arteria

ELIZA BAVIN  |  TUESDAY, 28 APR 2026
IFM Investors has launched a hostile takeover bid for Atlas Arteria, valuing the toll road operator at around $7 billion. The bid was launched by Diamond Infraco 1, a wholly owned subsidiary of the IFM Global Infrastructure Fund, which already holds ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
During unprecedented times, it is important for the financial services industry to balance growth and resilience amid regulatory reforms, the rise of artificial intelligence and an ever-changing geopolitical landscape, according to the Stockbrokers ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
With more Baby Boomers reaching retirement age, many business owners are urgently looking for the exit but finding they've left their planning too late. Their dilemma is a ripe opportunity for financial advisers. Speaking to Financial Standard, Exit ...

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... bolstering its capabilities. The firm recently added ex-Ellerston chief investment officer Chris Hall to its advisory board and client relationship manager Jack Dooley. Merlon Capital co-founder and lead portfolio manager Neil Margolis said the mandate ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
This year's Responsible Investment Association Australasia (RIAA) Conference will help financial services professionals address modern slavery risk in portfolios, particularly as new laws propose entities should identify and take reasonable action ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... investment leaders, including Bianca Rose, Bryce Anderson and Michael Malseed, to ensure investment objectives, processes and client commitments remain firmly on track," Morningstar said. "The team will continue to operate as usual during this transition ...