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Showing 131 - 140 of 16719 results for "Client"

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
... clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly willing to let AI help make financial decisions. Marloo ...

Sodor Capital plots New Zealand expansion with new hire

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
Australian fund distributor Sodor Capital has appointed an executive to lead its New Zealand expansion, while opening a new office in Singapore. The expansion across the Asia Pacific region follows a distribution mandate awarded to the firm from a European ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ...

Antipodes Partners acquires Bennelong FM

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
Antipodes Partners will acquire Bennelong Funds Management from Bangarra Group, which includes investment affiliates Quay Global Investors, Bennelong Long Short Equity Management (BLSEM), Bennelong Australian Equity Partners and Skerryvore Asset Management. ...

MDS drags Treasury to assess FSC levy proposal

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... operate as a structural barrier to the self-licensed model at precisely the time that model is delivering strong growth and client outcomes."

Asset managers turn to outsourcing, AI: Survey

VINNY VUCAGO  |  WEDNESDAY, 16 SEP 2026
... central theme emerging from our study is a renewed focus on the core: core products, core capabilities, core markets and core client relationships," the report said. The shift towards simplification is also reflected in operating models, with some firms ...

Trading 212 to offer Australians low-cost trading to global markets

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
The UK-based ETF and share-trading platform has identified Australia as its next destination for global expansion to provide investors access to the international markets from as low as $1. Trading 212 is making Australia the next stop following its ...

WTW names head of corporate for Australia

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... matched by his understanding of how our specialist expertise, analytical capabilities, proactive claims management and client service model work together. "This will help clients realise greater value, especially those managing sophisticated and highly ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
... of the advice production process, including file notes, Records of Advice, Statements of Advice, advice presentations, client communications, workflow management and customer profiling. Netwealth chief executive and managing director Matt Heine said ...