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Showing 141 - 150 of 16365 results for "Client"

Perpetual AUM falls by $8.3bn in March quarter

RIDDHIMA TALWANI  |  WEDNESDAY, 22 APR 2026
... outflows were predominantly in global and US strategies. "J O Hambro experienced outflows in global strategies, due to a client rebalancing its portfolio across managers and investment underperformance in its select strategies, while Barrow Hanley experienced ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... "What I value about arcpoint is the ability to work in genuine partnership. ek Private retains strategic advice and the client relationship, and arcpoint provides investment management capability - designing and stewarding portfolios to mandate, with ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... to ATO Portal Meanwhile, a submission as part of the Joint Associations Working Group (JAWG) reiterated the substantial client and business benefits in enabling financial adviser access to the ATO Portal. Both parties believe the ability to access client's ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser was handed a reprimand for charging a client ongoing financial ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
... year-on-year growth in retail net inflows, with institutional flows impacted by a one-off outflow from an institutional client in March," HUB24 said. During the quarter, 37 new licensee agreements were signed and the total number of advisers using the ...

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... and private market expertise into one cohesive platform, designed to deliver institutional-quality opportunities within a client-first advice model. "As markets become more complex, private markets are playing an increasingly important role in portfolios ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... progress and secure long-term, goals-based financial advice relationships. Foley previously worked as general manager of client partnership and business development for nearly six years at IFS and before that was general manager of advice partnerships ...

Brookfield sells minority La Trobe stake for $3bn

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
Brookfield's private equity business has sold its significant minority stake in La Trobe Financial to Asia-focused private equity investment manager Axight for $3 billion. Brookfield owned La Trobe Financial since May 2022 and will remain the majority ...

Janus Henderson awards mandate to BNP Paribas

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
... our strategic priorities and continue to serve our clients globally." BNP Paribas head of asset managers and asset owners client lines for Securities Services Arnaud Claudon added: "We are delighted to expand our trusted partnership with Janus Henderson ...