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Showing 151 - 160 of 16365 results for "Client"

AMP sees strong platform growth, AUM hit by volatility

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... AUM in our wealth businesses has been impacted by recent market movements, and cost of living pressures are weighing on client sentiment, the fundamental tailwinds in the sector remain strong." AMP reported AUM of $155.9 billion across superannuation ...

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... chief executive Matthew Fenning said. "Financial 3 Wealth and Marsden Wealth Advisers share our commitment to exceptional client service, a people-first culture, and an innovation mindset, making them ideal partners to lead the establishment of our presence ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
A new standard from the Financial Services Council aims to strengthen governance practices across superannuation platforms, including limiting unadvised members to simpler investments, enhancing due diligence of options, and greater oversight of advisers ...

Australian Ethical bleeds $500m amid geopolitical tension

MATTHEW WAI  |  THURSDAY, 16 APR 2026
... performance was hit by the conflict in the Middle East. But this was offset in part by the signing of a new institutional client. Superannuation and institutional investments performed soundly, adding net flows of $100 million and $10 million, respectively. ...

AllianceBernstein debuts second active ETF

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... clear focus on local investors, align well with our shared commitment to delivering innovative products and best-in-class client service."

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Family office Mutual Trust has promoted one of its directors to the newly created role to reinforce its contemporary wealth offering. Hemant Govan, previously head of research and portfolio management and stationed at the company for over nine years ...

JBWere makes senior advice hires

STAFF WRITER  |  WEDNESDAY, 15 APR 2026
JBWere has named an executive, advice and head of advice for NSW/ACT. Daniel Walsh has been appointed executive, advice at JBWere following several years in Morgan Stanley's wealth management division as an executive director and NSW state manager. ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

Insignia Financial shareholders approve takeover

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Insignia Financial shareholders have voted in favour of the proposed acquisition by CC Capital Partners by an overwhelming majority of 98.65%. Insignia chair Allan Griffiths said he is pleased with the strong level of shareholder support for the Scheme ...