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Showing 171 - 180 of 16365 results for "Client"

FEATURE: Global equities | Triaging tech's second act

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
... Nvidia and AMD, as they guide toward a 50% compound annual growth rate for their AI semiconductors." However, GQG Partners client portfolio manager David Jenkins says even though some existing businesses may be long-term AI winners, the fund manager ...

VFMC names head of portfolio strategy

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
Victorian Funds Management Corporation (VFMC) has appointed KC Low as its head of portfolio strategy and asset allocation on a permanent basis. KC took over the role for an interim term in July last year following the departure of VFMC's head of ...

ASIC bans another MWL adviser

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
ASIC has banned another MWL financial adviser David Lofthouse for three years for advising clients to invest at least 75% of their superannuation savings into the High Growth or Growth class of the Shield Master Fund. ASIC said Lofthouse gave six clients ...

Coinbase receives AFSL, plans product expansion

MATTHEW WAI  |  WEDNESDAY, 8 APR 2026
Coinbase Australia, a subsidiary of Coinbase Global, has been granted an Australian financial services licence (AFSL), as the crypto exchange looks to expand into traditional financial products leveraging digital asset infrastructure. Shortly after ...

Treasury proposes lead generator, super switching reforms

KARREN VERGARA  |  WEDNESDAY, 8 APR 2026
... financial advice or product issuers/seller whose actions could reasonably influence advice that is ultimately given to a retail client. "This option seeks to explicitly capture lead generators in the conflicted remuneration framework, alongside the other ...

Viridian targets double-digit growth

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2026
... is actually enabling our advisers more effectively from a tech perspective, or simplifying processes to try to make the client experience not as complex as what it is today." He said it's also important for the advice industry to shift mindset and ...

AQR picks SG Hiscock & Company as distribution partner

KARREN VERGARA  |  TUESDAY, 7 APR 2026
... applying empirical research to investing in order to better understand what drives markets, which can then be applied to client portfolios," Cochran said.

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... (pictured) said the combination reflects a natural alignment between the two teams, with similar values, advice philosophies and client relationships at the core of each business. "This is about bringing together two businesses that already think in ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
... into practical insights advisers can use with clients when discussing markets, exposures and the role Orbis can play in client portfolios. The understanding of this differentiated role is exactly what we're focused on building in Australia," said ...