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Showing 181 - 190 of 16719 results for "Client"

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... open integration to an ecosystem focused on technology providers addressing adviser needs including reducing friction in client onboarding, bringing legacy planning into the advice workflow and improving efficiency through connected data and smarter ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... directly by clients needs to be sold. In the past, advisers would often have to wait until their next meeting with the client to sign off on changes, Townsend Cobain adviser and founding partner Tim Townsend says. "The issue became that very often you ...

MUFG to acquire GROW Inc

ELIZA BAVIN  |  FRIDAY, 28 AUG 2026
... provides GROW with the opportunity to continue that mission as part of an organisation with strong operational capability, client relationships and a long-term commitment to the superannuation sector." The proposed transaction remains subject to shareholder ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market. The two parties entered into a definitive agreement, the financial terms of which were not disclosed. Outlets ...

Capital Group makes C-suite appointment

ELIZA BAVIN  |  FRIDAY, 28 AUG 2026
... Cisco and Banco Santander. "I was drawn by Capital Group's long-term commitment to its people and culture paired with its client-centric mindset," Veiga said. "Capital is on the cutting edge of technology, and the opportunity to help lead during a period ...

SMSFA appoints head of professional standards

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
The Self-Managed Super Fund Association (SMSFA) has appointed Keddie Waller as the head of professional standards. In her the role, Waller will lead the association's professional standards framework, with responsibility for accreditation, continuing ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
Australia is in the grips of an unprecedented mental health crisis. It joins a league of other, what anthropologist Joseph Henrich coins as "Western, Educated, Industrialised, Rich and Democratic" or "WEIRD" countries, grappling with the perfect storm ...

Super trustee business dents Equity Trustees' FY26 results

MATTHEW WAI  |  THURSDAY, 27 AUG 2026
... increasing 24.8% to $36.7 million. The group said growth was driven by strong momentum across the health and personal injury client portfolio, together with increased estate values and broader demand. "The result reflects the successful completion of ...

Centrepoint takes control of QLD advice group

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... by FY31. Under the transaction, Centrepoint will have a pathway to increase its ownership to 75% if agreed performance, client transition and succession outcomes are achieved. The second tranche could be brought forward if SEQ reaches it $2.5 million ...

American Century names APAC managing director

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
American Century has named a new managing director and head of Asia Pacific, joining from Dimensional Fund Advisors. Nigel Stewart has joined the US$350 billion global asset manager and will report to Avantis Investors chief investment officer Eduardo ...