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Showing 181 - 190 of 16365 results for "Client"

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... to achieve? And that might be different for mum and dad; if there's blended families, that level of detail with the client and understanding what they're trying to achieve is the first step," he says. The taboo So, while families seem more broken ...

AGP, Muzinich & Co. debut private credit ETF

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
Muzinich & Co. and AGP Investment Management debuted an actively managed private credit ETF on the ASX today. The Muzinich BDC Income Fund - Active ETF (BDCI) offers exposure to US-listed business development companies (BDCs) operating in the middle-market ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Capstone Financial Planning is launching a new business, focused on supporting self-licensed businesses to run and manage their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... position in relation to the DSAF of the matters. DSAF, which was available between 2015 and 2024, was established to meet client demand for a "socially responsible" and "ethical" investment option. DSAF ceased to operate in May 2024 due to a lack of ...

TPB consults on AI usage rules

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... professional judgement when advising clients and should not rely on AI output as a substitute for their own analysis of a client's circumstances. Another obligation is keeping client information confidential. "In particular, tax practitioners should ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
A Victorian financial adviser, who was supervised by Ferras Merhi of United Financial Advice and Ferras Merhi Pty Ltd (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ...

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
T. Rowe Price Australia is bracing for further leadership change, with its country head confirmed to depart in July following the exit of its head of intermediary. Darren Hall, who served as head of distribution for Australia and New Zealand, will leave ...

Binance Australia to pay $10m over deliberate customer misclassifications

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... investors in the period. The misconduct resulted in more than $12 million in losses and fees, including $8.66 million in client trading losses and $3.89 million in paid fees. The platform allowed clients seeking to be verified as sophisticated investors ...